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Sponsor portfolio

ESTES HEATING & AIR CONDITIONING, INC.

EIN 58-1080369-individual & family services-Latest filing 2025
Plans
2
Retirement
1
$14.4M assets
Welfare
1
$252K premiums
Participants
366
3981 TRADEPORT BLVD - ATLANTA, GA 303543730404-419-1907LinkedIn51-200 employeesindividual & family services
Plans on this EIN
2 filings
#001401k-$14.4M - 194 part#501Mixed-$252K - 172 lives

Benefits portfolio analytics

1 plan / $252K premiums / 172 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$252K
  • Vision$252K
  • Life$252K
  • Short-term disability$252K
  • Long-term disability$252K
  • Other$252K
Total $252K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Bundled
100%top
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA100%
Total $252K1 slice

Broker market share

Schedule A broker compensation

Single broker
100%top
  • AMERICAN HEALTHCARE GROUP, INC.100%
Total $42K1 slice

Plan deep-dives

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

ESTES HEATING & AIR CONDITIONING, INC. 401(K) PLAN

401k

Assets$14.4M
Participants194
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

ESTES HEATING & AIR CONDITIONING, INC. WELFARE BENEFIT PLAN

Mixed - THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA

Premiums$252K
Covered lives172
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001ESTES HEATING & AIR CONDITIONING, INC. 401(K) PLAN401k$14.4M1942025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501ESTES HEATING & AIR CONDITIONING, INC. WELFARE BENEFIT PLANMixedTHE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA$252K1722025
Retirement plans
Welfare plans
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