Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Dental$528K
- Other$507K
- Health$483K
- Prescription drug$483K
- Life$24K
- Short-term disability$15K
- +1 more
Sponsor portfolio
BSR VENTURES, LLC. DBA ADVANCED HEATING AND COOLING
EIN 20-3336739ConstructionLatest filing 2024
Plans
2
Retirement
1
$1.8M assets
Welfare
1
$552K premiums
Participants
195
721 N. RALSTIN ST. - MERIDIAN, ID 83642208-336-2665
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $552K premiums / 221 covered livesCarrier market share
Premium dollars by Schedule A carrier
87%top
- BLUE CROSS OF CALIFORNIA87%
- WILLAMETTE DENTAL INSURANCE, INC.8%
- UNUM LIFE INSURANCE COMPANY OF AMERICA3%
- UNITED HERITAGE LIFE INSURANCE COMPANY2%
Broker market share
Schedule A broker compensation
36%top
- BROWN & BROWN INSURANCE SERVICES36%
- RAYMOND BENNETT34%
- HUB INTERNATIONAL MIDWEST LIMITED14%
- NORTHWEST BENEFITS ADVISORY GROUP5%
- MORETON & COMPANY5%
- +3 more
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
ADVANCED HEATING AND COOLING 401(K) PLAN
401k
Assets$1.8M
Participants195
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
BSR VENTURES, LLC EMPLOYEE WELFARE BENEFIT PLAN
Fully Insured - BLUE CROSS OF IDAHO HEALTH SERVICE, INC.
Premiums$552K
Covered lives221
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | ADVANCED HEATING AND COOLING 401(K) PLAN | 401k | $1.8M | 195 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | BSR VENTURES, LLC EMPLOYEE WELFARE BENEFIT PLAN | Fully Insured | BLUE CROSS OF IDAHO HEALTH SERVICE, INC. | $552K | 221 | 2024 |
Retirement plans
Welfare plans