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Sponsor portfolioTH

YOUNG PLUMBING AND HEATING

EIN 42-0929389-chemicals-Latest filing 2025
Plans
2
Retirement
1
$37.4M assets
Welfare
1
$31K premiums
Participants
263
P.O. BOX 1077, 750 SOUTH HACKETT ROAD - WATERLOO, IA 507041077319-234-4411youngphc.comLinkedIn11-50 employeeschemicals
Plans on this EIN
2 filings
#002401k-$37.4M - 152 part#502Fully Insured-$31K - 111 lives

Benefits portfolio analytics

1 plan / $31K premiums / 111 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Long-term disability$24K
  • Life$7K
  • Other$7K
Total $31K3 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
76%top
  • UNUM LIFE INSURANCE COMPANY OF AMERICA76%
  • KANSAS CITY LIFE INSURANCE COMPANY24%
Total $31K2 slices

Broker market share

Schedule A broker compensation

Split broker
79%top
  • THE ACCEL GROUP LLC79%
  • MICHELLE J HALLER21%
Total $4K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

YOUNG PLUMBING & HEATING CO. PROFIT SHARING PLAN

401k

Assets$37.4M
Participants152
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

YOUNG PLUMBING & HEATING LONG-TERM DISABILITY PLAN

Fully Insured - UNUM LIFE INSURANCE COMPANY OF AMERICA

Premiums$31K
Covered lives111
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002YOUNG PLUMBING & HEATING CO. PROFIT SHARING PLAN401k$37.4M1522024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
502YOUNG PLUMBING & HEATING LONG-TERM DISABILITY PLANFully InsuredUNUM LIFE INSURANCE COMPANY OF AMERICA$31K1112025
Retirement plans
Welfare plans
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