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Sponsor portfolio

JOHN C. CASSIDY AIR CONDITIONING, INC.

EIN 59-1279148-individual & family services-Latest filing 2025
Plans
2
Retirement
1
$9.1M assets
Welfare
1
$302K premiums
Participants
501
846 WEST 13TH COURT - RIVIERA BEACH, FL 33404561-863-6750LinkedIn51-200 employeesindividual & family services
Plans on this EIN
2 filings
#004401k-$9.1M - 345 part#510Fully Insured-$302K - 156 lives

Benefits portfolio analytics

1 plan / $302K premiums / 156 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$230K
  • Prescription drug$144K
  • Dental$71K
  • Vision$71K
Total $302K4 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
48%top
  • UPMC HEALTH OPTIONS48%
  • BLUE CROSS OF CALIFORNIA29%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA24%
Total $302K3 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • CBIZ BENEFITS & INSURANCE SERVICES100%
Total $67K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#004

JOHN C. CASSIDY AIR CONDITIONING, INC. THRIFT & PROFIT SHARING PLAN

401k

Assets$9.1M
Participants345
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#510

JOHN C. CASSIDY AIR CONDITIONING EMPLOYEE WELFARE BENEFIT PLAN

Fully Insured - HEALTH OPTIONS

Premiums$302K
Covered lives156
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
004JOHN C. CASSIDY AIR CONDITIONING, INC. THRIFT & PROFIT SHARING PLAN401k$9.1M3452025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
510JOHN C. CASSIDY AIR CONDITIONING EMPLOYEE WELFARE BENEFIT PLANFully InsuredHEALTH OPTIONS$302K1562024
Retirement plans
Welfare plans
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