Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$1.5M
- Prescription drug$1.5M
- Dental$219K
- Vision$219K
- Life$219K
- Short-term disability$219K
- +2 more
Sponsor portfolio
SEMPER FI HEATING AND COOLING
EIN 46-5272575constructionLatest filing 2025
Plans
2
Retirement
1
$390K assets
Welfare
1
$1.1M premiums
Participants
567
1335 S CLEARVIEW AVE STE 100 - MESA, AZ 852093376480-254-9625semperfiheatingcooling.comLinkedIn11-50 employeesconstruction
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $1.1M premiums / 286 covered livesCarrier market share
Premium dollars by Schedule A carrier
87%top
- BLUE CROSS OF CALIFORNIA87%
- UNITED OF OMAHA LIFE INSURANCE COMPANY13%
Broker market share
Schedule A broker compensation
85%top
- LEBARON & CARROLL BENEFITS LLC85%
- GIS BENEFITS INC15%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
SEMPER FI HEATING AND COOLING 401(K) PROFIT SHARING PLAN & TRUST
401k
Assets$390K
Participants281
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
SEMPER FI HEATING AND COOLING, LLC HEALTH AND WELFARE PLAN
Fully Insured - BLUE CROSS BLUE SHIELD OF ARIZONA
Premiums$1.1M
Covered lives286
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | SEMPER FI HEATING AND COOLING 401(K) PROFIT SHARING PLAN & TRUST | 401k | $390K | 281 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | SEMPER FI HEATING AND COOLING, LLC HEALTH AND WELFARE PLAN | Fully Insured | BLUE CROSS BLUE SHIELD OF ARIZONA | $1.1M | 286 | 2025 |
Retirement plans
Welfare plans