Assets by plan
Share of aggregate retirement assets
- HEATING CO. ESOP (#003)$70.9M
Filings through .
Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
2 plans aggregated / $99.5M assets / 255 participants
Share of aggregate retirement assets
Active + retired + deferred vested
1 plan / $157K premiums / 124 covered lives
Premium dollars by benefit type (bundled lines overlap)
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
ESOP
401(k)
Fully insured - UNITED OF OMAHA LIFE INSURANCE COMPANY
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #003 | LUNSETH PLUMBING AND HEATING CO. ESOP | ESOP | $70.9M | 146 | 2025 |
| #002 | LUNSETH PLUMBING & HEATING COMPANY 401(K) PLAN | 401(k) | $28.6M | 109 | 2025 |
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #501 | LUNSETH PLUMBING AND HEATING CO. LIFE & DISABILITY PLAN | Fully insured | UNITED OF OMAHA LIFE INSURANCE COMPANY | $157K | 124 | 2025 |