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Sponsor portfolio

KETTLE MORAINE HEATING & AIR CONDITIONING, LLC

EIN 01-0858492-construction-Latest filing 2025
Plans
3
Retirement
1
$3.2M assets
Welfare
2
$1.4M premiums
Participants
494
W325 S1767 MICKLE RD - DELAFIELD, WI 53018262-392-9400kettlemoraineheating.comLinkedIn51-200 employeesconstruction
Plans on this EIN
3 filings
#001401k-$3.2M - 189 part#502Fully Insured-$1.4M - 314 lives#504Fully Insured-$23K - 184 lives

Benefits portfolio analytics

2 plans / $1.4M premiums / 498 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.4M
  • Life$23K
  • Other$23K
Total $1.4M3 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
98%top
  • UNITED HEALTHCARE INSURANCE COMPANY98%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY2%
Total $1.4M2 slices

Broker market share

Schedule A broker compensation

Split broker
87%top
  • VIZANCE, INC.87%
  • ALLIANT INSURANCE SERVICES, INC.13%
Total $59K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

KETTLE MORAINE HEATING & AIR CONDITIONING LLC 401(K) RETIREMENT PLAN

401k

Assets$3.2M
Participants189
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

KETTLE MORAINE HEATING & AIR CONDITIONING, LLC HEALTH PLAN

Fully Insured - UNITED HEALTHCARE INSURANCE COMPANY

Premiums$1.4M
Covered lives314
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#504

KETTLE MORAINE HEATING & AIR CONDITIONING, LLC LIFE AND ACCIDENTAL DEATH PLAN

Fully Insured - UNITED OF OMAHA LIFE INSURANCE COMPANY

Premiums$23K
Covered lives184
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001KETTLE MORAINE HEATING & AIR CONDITIONING LLC 401(K) RETIREMENT PLAN401k$3.2M1892025

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
502KETTLE MORAINE HEATING & AIR CONDITIONING, LLC HEALTH PLANFully InsuredUNITED HEALTHCARE INSURANCE COMPANY$1.4M3142025
504KETTLE MORAINE HEATING & AIR CONDITIONING, LLC LIFE AND ACCIDENTAL DEATH PLANFully InsuredUNITED OF OMAHA LIFE INSURANCE COMPANY$23K1842025
Retirement plans
Welfare plans
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