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Sponsor portfolio

HEATON CONSTRUCTION INC.

EIN 56-2206323-construction-Latest filing 2025
Plans
2
Retirement
1
$1.7M assets
Welfare
1
$178K premiums
Participants
132
309 LONG CIR - ROANOKE RAPIDS, NC 278704124252-535-4053heatoninc.comLinkedIn51-200 employeesconstruction
Plans on this EIN
2 filings
#001401k-$1.7M - 32 part#501Fully Insured-$178K - 79 lives

Benefits portfolio analytics

1 plan / $178K premiums / 79 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$113K
  • Dental$28K
  • Other$20K
  • Life$8K
  • Short-term disability$7K
  • Vision$7K
  • +1 more
Total $178K7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
63%top
  • UNITEDHEALTHCARE INSURANCE COMPANY63%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY37%
Total $178K2 slices

Broker market share

Schedule A broker compensation

Split broker
90%top
  • TRIANGLE INSURANCE & ASSOCIATES LLC90%
  • GIS BENEFITS INC9%
  • GIS BENEFITS INC. 422 WAUPONSEE ST1%
Total $35K3 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

HEATON CONSTRUCTION 401(K) PROFIT SHARING PLAN & TRUST

401k

Assets$1.7M
Participants32
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

HEATON CONSTRUCTION EMPLOYEE BENEFIT PLAN

Fully Insured - ALL SAVERS INSURANCE COMPANY

Premiums$178K
Covered lives79
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001HEATON CONSTRUCTION 401(K) PROFIT SHARING PLAN & TRUST401k$1.7M322025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501HEATON CONSTRUCTION EMPLOYEE BENEFIT PLANFully InsuredALL SAVERS INSURANCE COMPANY$178K792025
Retirement plans
Welfare plans
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