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Sponsor portfolio

API HEAT TRANSFER, INC.

EIN 16-1510301-mechanical or industrial engineering-Latest filing 2025
Plans
2
Retirement
1
$52.0M assets
Welfare
1
$453K premiums
Participants
1,165
2777 WALDEN AVENUE - BUFFALO, NY 14225716-684-6700apiheattransfer.comLinkedIn1001-5000 employeesmechanical or industrial engineering
Plans on this EIN
2 filings
#004401k-$52.0M - 727 part#501Mixed-$453K - 1,301 lives

Benefits portfolio analytics

1 plan / $453K premiums / 1,301 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$419K
  • Life$332K
  • Short-term disability$332K
  • Long-term disability$332K
  • Vision$34K
Total $453K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
85%top
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY85%
  • VISION SERVICE PLAN7%
  • EMPATHIA, INC.6%
  • LEGALPLANS, USA2%
Total $453K4 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • LOCKTON COMPANIES, LLC100%
Total $36K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#004

API HEAT TRANSFER INC. 401(K) PLAN

401k

Assets$52.0M
Participants727
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

API HEAT TRANSFER INC. HEALTH & WELFARE PLAN

Mixed - LINCOLN NATIONAL LIFE INSURANCE COMPANY

Premiums$453K
Covered lives1,301
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
004API HEAT TRANSFER INC. 401(K) PLAN401k$52.0M7272024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501API HEAT TRANSFER INC. HEALTH & WELFARE PLANMixedLINCOLN NATIONAL LIFE INSURANCE COMPANY$453K1,3012025
Retirement plans
Welfare plans
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