· 2022–2024 · DOL EFAST2

Helix Insurance Group — Helix Insurance Group 401(k), Form 5500 (2024)

Original filing (PDF)20260427132120NAL0008627121001

Helix Insurance Group

Form 5500-SF

FILING_RECEIVED

Helix Insurance Group 401(k) Plan

401(k) retirement plan · Helix Insurance Group's Helix Insurance Group 401(k) Plan held $38K in plan assets for 8 participants in 2024.

Signals · 1

Late filing · 5.4 mo

Active participants

8

Accounts w/ balance

5

Plan assets (EOY)

$38K

Net assets (EOY)

$38K

Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

78

Total plan cost

n/a

Plan health

38

Vendor & structure

100

Knocking points off

Filed 5.4 months past the 10.5-month grace window.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (24th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for HELIX INSURANCE GROUP.

Plan sponsor

Name

HELIX INSURANCE GROUP

EIN

81-3063379all filings

Address

315 PARADISE DRIVE · TIKI ISLAND, TX · 77554

Phone

(832) 725-3334

Industry

Insurance Agencies & Brokerages· Finance & Insurance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2026-04-27

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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