Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$1.3M
- Dental$136K
- Vision$136K
- Life$136K
- Short-term disability$136K
- Other$136K
Sponsor portfolio
FAMILY HEATING COMPANY INC
EIN 38-1952447entertainmentLatest filing 2025
Plans
2
Retirement
1
$10.1M assets
Welfare
1
$1.5M premiums
Participants
289
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $1.5M premiums / 246 covered livesCarrier market share
Premium dollars by Schedule A carrier
91%top
- HEALTH ALLIANCE PLAN91%
- PRINCIPAL LIFE INSURANCE COMPANY9%
Broker market share
Schedule A broker compensation
79%top
- ZERVOS FINANCIAL SERVICES LLC79%
- STRATEGIC BENEFITS NETWORK LLC12%
- GIS BENEFITS INC9%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
FAMILY HEATING COMPANY INC 401(K) PROFIT SHARING PLAN & TRUST
401k
Assets$10.1M
Participants140
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
FAMILY HEATING WELFARE BENEFITS PLAN
Fully Insured - HEALTH ALLIANCE PLAN
Premiums$1.5M
Covered lives246
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | FAMILY HEATING COMPANY INC 401(K) PROFIT SHARING PLAN & TRUST | 401k | $10.1M | 140 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | FAMILY HEATING WELFARE BENEFITS PLAN | Fully Insured | HEALTH ALLIANCE PLAN | $1.5M | 246 | 2025 |
Retirement plans
Welfare plans