Assets by plan
Share of aggregate retirement assets
- PLAN AND TRUST (#001)$34.5M
Filings through .
Hoffmann Brothers Heating & Air Conditioning
EIN 43-1474224individual & family servicesLatest filing 2025
Plans
3
Retirement
2
$37.0M assets
Health & Benefits
1
$521K premiums
Participants
931
1025 HANLEY INDUSTRIAL - ST. LOUIS, MO 63144314-664-3011LinkedIn51-200 employeesindividual & family services
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 / $37.0M assets / 543 participants
Recordkeeper share
DC plan assets by Schedule C recordkeeper
- (Not disclosed)$2.6M
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $521K premiums / 572 covered lives
Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$521K
- Dental$485K
- Vision$485K
- Life$485K
- Short-term disability$485K
- Long-term disability$485K
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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#001
HOFFMANN BROTHERS HEATING & AIR CONDITIONING 401(K) PROFIT SHARING PLAN AND TRUST
401(k)
Assets$34.5M
Participants502
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#003
FERGUSON ROOFING SAFE HARBOR 401(K) PLAN
401(k)
Assets$2.6M
Participants41
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#502
HOFFMANN BROTHERS HEATING & AIR CONDITIONING WELFARE BENEFIT PLAN
Mixed - UNITEDHEALTHCARE INSURANCE COMPANY
Premiums$521K
Covered lives572
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | HOFFMANN BROTHERS HEATING & AIR CONDITIONING 401(K) PROFIT SHARING PLAN AND TRUST | 401(k) | $34.5M | 502 | 2025 |
| #003 | FERGUSON ROOFING SAFE HARBOR 401(K) PLAN | 401(k) | $2.6M | 41 | 2024 |
- #001 · 401(k) · 2025502
- #003 · 401(k) · 202441
Health & Benefits plans
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #502 | HOFFMANN BROTHERS HEATING & AIR CONDITIONING WELFARE BENEFIT PLAN | Mixed | UNITEDHEALTHCARE INSURANCE COMPANY | $521K | 572 | 2025 |
- #502 · Mixed · UNITEDHEALTHCARE INSURANCE COMPANY · 2025572
Retirement plans
Health & Benefits plans