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  2. PETERS HEATING & AIR CONDITIONING, INC.
Sponsor portfolio

PETERS HEATING & AIR CONDITIONING, INC.

EIN 37-0892465-construction-Latest filing 2024
Plans
3
Retirement
2
$26.5M assets
Welfare
1
$533K premiums
Participants
969
4520 BROADWAY - QUINCY, IL 62305217-222-1368LinkedIn11-50 employeesconstruction
Plans on this EIN
3 filings
#003ProfitSharing-$17.1M - 236 part#002401k-$9.4M - 311 part#501Mixed-$533K - 422 lives

Retirement portfolio analytics

2 plans aggregated / $26.5M assets / 547 participants

Assets by plan

Share of aggregate retirement assets

65%top
  • PROFIT SHARING PLAN (#003)65%
  • INC. RETIREMENT Savings (#002)35%
Total $26.5MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • INC. RETIREMENT Savings (#002)311
  • PROFIT SHARING PLAN (#003)236
Total 547Click row to drill in

Benefits portfolio analytics

1 plan / $533K premiums / 422 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$139K
  • Vision$139K
Total $533K2 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
74%top
  • SUN LIFE ASSURANCE COMPANY OF CANADA74%
  • PRINCIPAL LIFE INSURANCE COMPANY26%
  • CURRENT HEALTH SOLUTIONS0%
Total $533K3 slices

Broker market share

Schedule A broker compensation

Split broker
50%top
  • CENTERSTONE INSURANCE AND FINANCIAL50%
  • KEYSTONE INSURANCE & BENEFITS GROUP36%
  • WINTERS INSURANCE GROUP LLP14%
Total $70K3 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#003

PETERS HEATING AND AIR CONDITIONING, INC PROFIT SHARING PLAN

ProfitSharing

Assets$17.1M
Participants236
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

PETERS HEATING & AIR CONDITIONING, INC. RETIREMENT SAVINGS PLAN

401k

Assets$9.4M
Participants311
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

PETERS HEATING AND AIR CONDITIONING INC EMPLOYEE BENEFIT PLAN

Mixed - SUN LIFE ASSURANCE COMPANY OF CANADA

Premiums$533K
Covered lives422
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
003PETERS HEATING AND AIR CONDITIONING, INC PROFIT SHARING PLANProfitSharing$17.1M2362024
002PETERS HEATING & AIR CONDITIONING, INC. RETIREMENT SAVINGS PLAN401k$9.4M3112024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501PETERS HEATING AND AIR CONDITIONING INC EMPLOYEE BENEFIT PLANMixedSUN LIFE ASSURANCE COMPANY OF CANADA$533K4222024
Retirement plans
Welfare plans
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