Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Stop-loss$522K
- Other$154K
- Life$104K
- Long-term disability$67K
- Vision$27K
- Short-term disability$24K
Sponsor portfolio
VALUE ADDED HVAC DISTRIBUTORS, INC.
EIN 46-4439414Latest filing 2025
Plans
2
Retirement
1
$24.4M assets
Welfare
1
$793K premiums
Participants
529
2501 WATERFORD LAKE DRIVE - MIDLOTHIAN, VA 23112804-608-3601
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $793K premiums / 245 covered livesCarrier market share
Premium dollars by Schedule A carrier
70%top
- HCC LIFE INSURANCE COMPANY70%
- STANDARD INSURANCE COMPANY27%
- HUMANA INSURANCE COMPANY3%
Broker market share
Schedule A broker compensation
98%top
- JAMES A SCOTT & SON INC98%
- C2 CENTRIC LLC2%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
VALUE ADDED DISTRIBUTORS 401(K) PROFIT SHARING PLAN
401k
Assets$24.4M
Participants278
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
VALUE ADDED HVAC DISTRIBUTORS, INC. EMPLOYEE BENEFITS PLAN
Mixed - HCC LIFE INSURANCE COMPANY
Premiums$793K
Covered lives245
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | VALUE ADDED DISTRIBUTORS 401(K) PROFIT SHARING PLAN | 401k | $24.4M | 278 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | VALUE ADDED HVAC DISTRIBUTORS, INC. EMPLOYEE BENEFITS PLAN | Mixed | HCC LIFE INSURANCE COMPANY | $793K | 245 | 2025 |
Retirement plans
Welfare plans