Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$99K
- Dental$98K
- Vision$98K
- Life$43K
- Short-term disability$34K
- Long-term disability$31K
Sponsor portfolio
PETERMAN HEATING, COOLING & PLUMBING, INC.
EIN 35-1744027Other Services (except Public Administration)Latest filing 2024
Plans
2
Retirement
1
$7.3M assets
Welfare
1
$262K premiums
Participants
1,146
677 COMMERCE PARKWAY WEST DR - GREENWOOD, IN 461437533317-800-1484
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $262K premiums / 620 covered livesCarrier market share
Premium dollars by Schedule A carrier
100%top
- RELIANCE STANDARD LIFE INSURANCE COMPANY100%
Broker market share
Schedule A broker compensation
75%top
- ONI RISK PARTNERS INC75%
- GIS BENEFITS INC25%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
PETERMAN HEATING, COOLING & PLUMBING, INC 401(K) PLAN
401k
Assets$7.3M
Participants571
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
PETERMAN BROTHERS WELFARE PLAN
Mixed - RELIANCE STANDARD LIFE INSURANCE COMPANY
Premiums$262K
Covered lives620
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | PETERMAN HEATING, COOLING & PLUMBING, INC 401(K) PLAN | 401k | $7.3M | 571 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | PETERMAN BROTHERS WELFARE PLAN | Mixed | RELIANCE STANDARD LIFE INSURANCE COMPANY | $262K | 620 | 2024 |
Retirement plans
Welfare plans