Helix Electric Health And Welfare Plan — Form 5500 plan (Helix Electric, Inc.)

Plain-English plan summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Helix Electric Health And Welfare Plan is a benefit plan reported by Helix Electric, Inc. under EIN 33-0124909 and plan number 504. The latest loaded filing year is 2023. The filing reports 3,354 participants and $2,052,111 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Helix Electric, Inc.
EIN
33-0124909
Plan number
504
Plan type
2
Location
San Diego, CA
Latest filing year
2023
Participants
3,354
End-of-year plan assets
$2,052,111

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20233,354H, C20241009184427NAL0018933985001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$2,052,111
Total liabilities (EOY)
$173,063
Net assets (EOY)
$1,879,048
Net assets (BOY)
$2,812,552

Income & contributions

Employer contributions
$18,701,033
Participant contributions
$5,709,800
Total contributions
$24,410,833
Total income / additions
$24,441,632

Expenses & distributions

Benefits paid
$25,332,767
Administrative expenses
$42,369
Total expenses
$25,375,136
Net increase / (decrease)
-$933,504

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Cigna Health And Life Insurance CoCLAIM ADMINISTRATION$98,909not reported in the loaded dataset2023
Moss AdamsAUDITORS$18,489not reported in the loaded dataset2023
LevitzacksFORM 5500 PREP$14,915not reported in the loaded dataset2023

Related Form 5500 pages