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Sponsor portfolio

CLIMATECH, INC.

EIN 25-1222596-mechanical or industrial engineering-Latest filing 2025
Plans
2
Retirement
1
$17.6M assets
Welfare
1
$562K premiums
Participants
365
200 BILMAR DRIVE - PITTSBURGH, PA 152054601412-250-2375climatech.comLinkedIn51-200 employeesmechanical or industrial engineering
Plans on this EIN
2 filings
#001401k-$17.6M - 203 part#502Mixed-$562K - 197 lives

Benefits portfolio analytics

1 plan / $562K premiums / 197 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Stop-loss$384K
  • Other$65K
  • Life$60K
  • Short-term disability$53K
  • Dental$49K
  • Vision$11K
Total $562K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
68%top
  • BERKLEY LIFE AND HEALTH INSURANCE COMPANY68%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY21%
  • PRINCIPAL LIFE INSURANCE COMPANY9%
  • BLUE CROSS OF CALIFORNIA2%
Total $562K4 slices

Broker market share

Schedule A broker compensation

Split broker
84%top
  • COURY HEALTH SERVICES LLC84%
  • GCG FINANCIAL LLC16%
Total $29K2 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

CLIMATECH, INC. RETIREMENT SAVINGS PLAN

401k

Assets$17.6M
Participants203
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

CLIMATECH, INC. WRAP PLAN

Mixed - BERKLEY LIFE AND HEALTH INSURANCE CO.

Premiums$562K
Covered lives197
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001CLIMATECH, INC. RETIREMENT SAVINGS PLAN401k$17.6M2032024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
502CLIMATECH, INC. WRAP PLANMixedBERKLEY LIFE AND HEALTH INSURANCE CO.$562K1972025
Retirement plans
Welfare plans
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