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Sponsor portfolio

WARWICK PLUMBING & HEATING CORPORATION

EIN 54-0549255-mechanical or industrial engineering-Latest filing 2025
Plans
3
Retirement
2
$30.2M assets
Welfare
1
$2.0M premiums
Participants
480
11048 WARWICK BOULEVARD - NEWPORT NEWS, VA 236013229757-599-6111wphcorp.comLinkedIn201-500 employeesmechanical or industrial engineering
Plans on this EIN
3 filings
#006401k-$18.3M - 132 part#007ESOP-$11.9M - 160 part#501Fully Insured-$2.0M - 380 lives

Retirement portfolio analytics

2 plans aggregated / $30.2M assets / 292 participants

Assets by plan

Share of aggregate retirement assets

60%top
  • PROFIT SHARING PLAN (#006)60%
  • EMPLOYEE STOCK OWNERSHIP (#007)40%
Total $30.2MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • EMPLOYEE STOCK OWNERSHIP (#007)160
  • PROFIT SHARING PLAN (#006)132
Total 292Click row to drill in

Benefits portfolio analytics

1 plan / $2.0M premiums / 380 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.7M
  • Dental$95K
  • Life$57K
  • Short-term disability$50K
  • Long-term disability$38K
  • Vision$17K
  • +1 more
Total $2.0M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
91%top
  • ANTHEM LIFE INSURANCE COMPANY91%
  • LIFE INSURANCE COMPANY OF NORTH AMERICA8%
  • AMERITAS LIFE INSURANCE CORP.1%
Total $2.0M3 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • THE FRIEDEN AGENCY INC100%
Total $60K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#006

WARWICK PLUMBING & HEATING CORPORATION 401(K) PROFIT SHARING PLAN

401k

Assets$18.3M
Participants132
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#007

WARWICK PLUMBING AND HEATING CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$11.9M
Participants160
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

WARWICK MECHANICAL GROUP WELFARE BENEFIT PLAN

Fully Insured - HEALTHKEEPERS INC

Premiums$2.0M
Covered lives380
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
006WARWICK PLUMBING & HEATING CORPORATION 401(K) PROFIT SHARING PLAN401k$18.3M1322025
007WARWICK PLUMBING AND HEATING CORPORATION EMPLOYEE STOCK OWNERSHIP PLANESOP$11.9M1602024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501WARWICK MECHANICAL GROUP WELFARE BENEFIT PLANFully InsuredHEALTHKEEPERS INC$2.0M3802025
Retirement plans
Welfare plans
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