Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Stop-loss$666K
- Dental$83K
- Other$66K
- Short-term disability$50K
- Life$41K
- Long-term disability$33K
- +1 more
Sponsor portfolioTH
AMERICAN SOCIETY OF HEATING, REFRIGERATING AND AIR CONDITIONING ENGINE
EIN 13-5675095civic & social organizationLatest filing 2025
Plans
2
Retirement
1
$31.1M assets
Welfare
1
$915K premiums
Participants
268
180 TECHNOLOGY PARKWAY NW - PEACHTREE CORNERS, GA 30092404-636-8400LinkedIn51-200 employeescivic & social organization
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $915K premiums / 188 covered livesCarrier market share
Premium dollars by Schedule A carrier
73%top
- BLUE CROSS OF CALIFORNIA73%
- THE LINCOLN NATIONAL LIFE INSURANCE COMPANY23%
- VISION SERVICE PLAN2%
- UNUM LIFE INSURANCE COMPANY OF AMERICA2%
- LIFE INSURANCE COMPANY OF NORTH AMERICA1%
Broker market share
Schedule A broker compensation
96%top
- USI INSURANCE SERVICES LLC96%
- STERLING SEACREST PRITCHARD, INC.4%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
ASHRAE SAVINGS AND INVESTMENT PLAN
401k
Assets$31.1M
Participants149
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
ASHRAE WRAP WELFARE BENEFITS PLAN
Mixed - BLUE CROSS BLUE SHIELD HEALTHCARE PLAN OF GEORGIA, INC
Premiums$915K
Covered lives188
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | ASHRAE SAVINGS AND INVESTMENT PLAN | 401k | $31.1M | 149 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | ASHRAE WRAP WELFARE BENEFITS PLAN | Mixed | BLUE CROSS BLUE SHIELD HEALTHCARE PLAN OF GEORGIA, INC | $915K | 188 | 2025 |
Retirement plans
Welfare plans