PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. EMOND PLUMBING & HEATING, INC.
Sponsor portfolio

EMOND PLUMBING & HEATING, INC.

EIN 04-3034257-consumer services-Latest filing 2025
Plans
3
Retirement
2
$6.1M assets
Welfare
1
$1.4M premiums
Participants
302
555 WINTHROP STREET - TAUNTON, MA 027802714508-880-0580emondplumbingandheating.comLinkedIn51-200 employeesconsumer services
Plans on this EIN
3 filings
#001401k-$5.0M - 81 part#003MoneyPurchase-$1.2M - 15 part#501Fully Insured-$1.4M - 206 lives

Retirement portfolio analytics

2 plans aggregated / $6.1M assets / 96 participants

Assets by plan

Share of aggregate retirement assets

81%top
  • HEATING, INC. 401(K) (#001)81%
  • HEATING RETIREMENT PLAN (#003)19%
Total $6.1MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • HEATING, INC. 401(K) (#001)81
  • HEATING RETIREMENT PLAN (#003)15
Total 96Click row to drill in

Benefits portfolio analytics

1 plan / $1.4M premiums / 206 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.2M
  • Prescription drug$1.2M
  • Life$142K
  • Short-term disability$142K
  • Other$142K
  • Dental$93K
  • +2 more
Total $1.4M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
84%top
  • BLUE CROSS OF CALIFORNIA84%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA8%
  • DELTA DENTAL OF CALIFORNIA6%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY2%
Total $1.4M4 slices

Broker market share

Schedule A broker compensation

Split broker
83%top
  • HUB INTERNATIONAL MIDWEST LIMITED83%
  • ANDREA R. HENCHEY7%
  • BENEFITS ENRICHED INC4%
  • ASHELY FOLLIS2%
  • ENROLLMENT SOLUTIONS LTD2%
  • +2 more
Total $83K7 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

EMOND PLUMBING & HEATING, INC. 401(K) PLAN

401k

Assets$5.0M
Participants81
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

EMOND PLUMBING & HEATING RETIREMENT PLAN

MoneyPurchase

Assets$1.2M
Participants15
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

EMOND PLUMBING AND HEATING'S HEALTH AND WELFARE BENEFITS PLAN

Fully Insured - BLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC.

Premiums$1.4M
Covered lives206
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001EMOND PLUMBING & HEATING, INC. 401(K) PLAN401k$5.0M812025
003EMOND PLUMBING & HEATING RETIREMENT PLANMoneyPurchase$1.2M152025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501EMOND PLUMBING AND HEATING'S HEALTH AND WELFARE BENEFITS PLANFully InsuredBLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC.$1.4M2062025
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica