Assets by plan
Share of aggregate retirement assets
Filings through .
Peters Heating & Air Conditioning, Inc.
EIN 37-0892465constructionLatest filing 2025
Plans
3
Retirement
2
$31.4M assets
Health & Benefits
1
$556K premiums
Participants
803
Plans on this EIN
3 filingsHealth & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
Retirement portfolio analytics
2 plans aggregated / $31.4M assets / 599 participants
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $556K premiums / 422 covered lives
Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$394K
- Dental$163K
- Vision$163K
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Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#003
PETERS HEATING AND AIR CONDITIONING, INC PROFIT SHARING PLAN
Profit-sharing
Assets$19.6M
Participants247
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002
PETERS HEATING & AIR CONDITIONING, INC. RETIREMENT SAVINGS PLAN
401(k)
Assets$11.8M
Participants352
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501
PETERS HEATING AND AIR CONDITIONING INC EMPLOYEE BENEFIT PLAN
Fully insured - HCC LIFE INSURANCE COMPANY
Premiums$556K
Covered lives422
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #003 | PETERS HEATING AND AIR CONDITIONING, INC PROFIT SHARING PLAN | Profit-sharing | $19.6M | 247 | 2025 |
| #002 | PETERS HEATING & AIR CONDITIONING, INC. RETIREMENT SAVINGS PLAN | 401(k) | $11.8M | 352 | 2025 |
- #003 · Profit-sharing · 2025247
- #002 · 401(k) · 2025352
Health & Benefits plans
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #501 | PETERS HEATING AND AIR CONDITIONING INC EMPLOYEE BENEFIT PLAN | Fully insured | HCC LIFE INSURANCE COMPANY | $556K | 422 | 2025 |
- #501 · Fully insured · HCC LIFE INSURANCE COMPANY · 2025422
Retirement plans
Health & Benefits plans