Assets by plan
Share of aggregate retirement assets
Filings through .
Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
2 plans aggregated / $36.6M assets / 299 participants
Share of aggregate retirement assets
Active + retired + deferred vested
1 plan / $2.0M premiums / 380 covered lives
Premium dollars by benefit type (bundled lines overlap)
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
ESOP
401(k)
Fully insured - HEALTHKEEPERS INC
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #007 | WARWICK PLUMBING AND HEATING CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $18.3M | 167 | 2025 |
| #006 | WARWICK PLUMBING & HEATING CORPORATION 401(K) PROFIT SHARING PLAN | 401(k) | $18.3M | 132 | 2025 |
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #501 | WARWICK MECHANICAL GROUP WELFARE BENEFIT PLAN | Fully insured | HEALTHKEEPERS INC | $2.0M | 380 | 2025 |