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Sponsor portfolio

LUNSETH PLUMBING AND HEATING CO.

EIN 45-0160050-mechanical or industrial engineering-Latest filing 2025
Plans
3
Retirement
2
$99.5M assets
Welfare
1
$157K premiums
Participants
379
1710 N WASHINGTON ST. - GRAND FORKS, ND 58203701-772-6631lunseth.comLinkedIn51-200 employeesmechanical or industrial engineering
Plans on this EIN
3 filings
#003ESOP-$70.9M - 146 part#002401k-$28.6M - 109 part#501Fully Insured-$157K - 124 lives

Retirement portfolio analytics

2 plans aggregated / $99.5M assets / 255 participants

Assets by plan

Share of aggregate retirement assets

71%top
  • HEATING CO. ESOP (#003)71%
  • HEATING COMPANY 401(K) (#002)29%
Total $99.5MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • HEATING CO. ESOP (#003)146
  • HEATING COMPANY 401(K) (#002)109
Total 255Click row to drill in

Benefits portfolio analytics

1 plan / $157K premiums / 124 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$157K
  • Short-term disability$157K
  • Long-term disability$157K
  • Other$157K
Total $157K4 rows

Carrier market share

Premium dollars by Schedule A carrier

Bundled
100%top
  • UNITED OF OMAHA LIFE INSURANCE COMPANY100%
Total $157K1 slice

Broker market share

Schedule A broker compensation

Single broker
100%top
  • MARSH & MCLENNAN AGENCY LLC100%
Total $35K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#003

LUNSETH PLUMBING AND HEATING CO. ESOP

ESOP

Assets$70.9M
Participants146
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

LUNSETH PLUMBING & HEATING COMPANY 401(K) PLAN

401k

Assets$28.6M
Participants109
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

LUNSETH PLUMBING AND HEATING CO. LIFE & DISABILITY PLAN

Fully Insured - UNITED OF OMAHA LIFE INSURANCE COMPANY

Premiums$157K
Covered lives124
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
003LUNSETH PLUMBING AND HEATING CO. ESOPESOP$70.9M1462025
002LUNSETH PLUMBING & HEATING COMPANY 401(K) PLAN401k$28.6M1092025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501LUNSETH PLUMBING AND HEATING CO. LIFE & DISABILITY PLANFully InsuredUNITED OF OMAHA LIFE INSURANCE COMPANY$157K1242025
Retirement plans
Welfare plans
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