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Sponsor portfolio

STANDARD HEATING & AIR CONDITIONING

EIN 47-0593196-construction-Latest filing 2025
Plans
5
Retirement
2
$23.1M assets
Welfare
3
$1.0M premiums
Participants
808
11746 PORTAL RD - LA VISTA, NE 68128402-339-6700standardac.comLinkedIn51-200 employeesconstruction
Plans on this EIN
5 filings
#002ESOP-$12.8M - 186 part#001401k-$10.3M - 220 part#501Fully Insured-$914K - 190 lives#502Mixed-$66K - 145 lives#503Fully Insured-$41K - 132 lives

Retirement portfolio analytics

2 plans aggregated / $23.1M assets / 406 participants

Assets by plan

Share of aggregate retirement assets

55%top
  • EMPLOYEE STOCK OWNERSHIP (#002)55%
  • PROFIT SHARING PLAN (#001)45%
Total $23.1MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
55%top
  • (Not disclosed)55%
  • AMERITAS LIFE INSURANCE CORP45%
Total $23.1MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#001)220
  • EMPLOYEE STOCK OWNERSHIP (#002)186
Total 406Click row to drill in

Benefits portfolio analytics

3 plans / $1.0M premiums / 467 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$914K
  • Dental$41K
Total $1.0M2 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
89%top
  • BLUE CROSS OF CALIFORNIA89%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY11%
Total $1.0M2 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • WELLMARK INC100%
Total $11K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

STANDARD HEATING & AIR CONDITIONING EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$12.8M
Participants186
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

STANDARD HEATING & AIR CONDITIONING, INC. 401(K) PROFIT SHARING PLAN

401k

Assets$10.3M
Participants220
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

STANDARD HEATING & AIR CONDITIONING INC HEALTH CARE PLAN

Fully Insured - BLUECROSS BLUESHIELD NEBRASKA

Premiums$914K
Covered lives190
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502

STANDARD HEATING & AIR CONDITIONING INC WELFARE PLAN

Mixed - UNITED OF OMAHA LIFE INSURANCE COMPANY

Premiums$66K
Covered lives145
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#503

STANDARD HEATING & AIR CONDITIONING DENTAL PLAN

Fully Insured - UNITED OF OMAHA LIFE INSURANCE COMPANY

Premiums$41K
Covered lives132
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002STANDARD HEATING & AIR CONDITIONING EMPLOYEE STOCK OWNERSHIP PLANESOP$12.8M1862025
001STANDARD HEATING & AIR CONDITIONING, INC. 401(K) PROFIT SHARING PLAN401k$10.3M2202025

Welfare plans3

Plan #NameFundingCarrierPremiumsCoveredLatest year
501STANDARD HEATING & AIR CONDITIONING INC HEALTH CARE PLANFully InsuredBLUECROSS BLUESHIELD NEBRASKA$914K1902024
502STANDARD HEATING & AIR CONDITIONING INC WELFARE PLANMixedUNITED OF OMAHA LIFE INSURANCE COMPANY$66K1452024
503STANDARD HEATING & AIR CONDITIONING DENTAL PLANFully InsuredUNITED OF OMAHA LIFE INSURANCE COMPANY$41K1322024
Retirement plans
Welfare plans
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