Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$1.0M
- Prescription drug$1.0M
- Life$93K
- Short-term disability$93K
- Other$93K
- Dental$87K
- +1 more
Sponsor portfolio
CARDINAL HEATING & AIR CONDITIONING, INC.
EIN 39-1715610Latest filing 2025
Plans
2
Retirement
1
$8.2M assets
Welfare
1
$1.2M premiums
Participants
345
3361 BROOKS DRIVE - SUN PRAIRIE, WI 53590608-837-9367
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $1.2M premiums / 262 covered livesCarrier market share
Premium dollars by Schedule A carrier
84%top
- QUARTZ HEALTH BENEFIT PLANS CORPORATION84%
- DELTA DENTAL OF CALIFORNIA8%
- PRINCIPAL LIFE INSURANCE COMPANY8%
Broker market share
Schedule A broker compensation
62%top
- HUB INTERNATIONAL MIDWEST LIMITED62%
- TRICOR LLC38%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
CARDINAL HEATING & AIR CONDITIONING, INC. 401(K) PROFIT SHARING PLAN
401k
Assets$8.2M
Participants156
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
CARDINAL HEATING & AIR CONDITIONING, INC. HEALTH & WELFARE PLAN
Fully Insured - QUARTZ HEALTH BENEFIT PLANS CORPORATION
Premiums$1.2M
Covered lives262
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | CARDINAL HEATING & AIR CONDITIONING, INC. 401(K) PROFIT SHARING PLAN | 401k | $8.2M | 156 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | CARDINAL HEATING & AIR CONDITIONING, INC. HEALTH & WELFARE PLAN | Fully Insured | QUARTZ HEALTH BENEFIT PLANS CORPORATION | $1.2M | 262 | 2025 |
Retirement plans
Welfare plans