Assets by plan
Share of aggregate retirement assets
95%top
Sponsor portfolio
ENERGY AIR, INC.
EIN 59-2040096constructionLatest filing 2025
Plans
3
Retirement
2
$139.6M assets
Welfare
1
$397K premiums
Participants
1,181
5401 ENERGY AIR COURT - ORLANDO, FL 32810407-886-3729energyair.comLinkedIn201-500 employeesconstruction
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $139.6M assets / 767 participantsParticipants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $397K premiums / 414 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Dental$435K
- Vision$435K
- Life$435K
- Short-term disability$435K
- Long-term disability$435K
- Other$435K
Carrier market share
Premium dollars by Schedule A carrier
100%top
- UNITED OF OMAHA LIFE INSURANCE COMPANY100%
Broker market share
Schedule A broker compensation
75%top
- BROWN & BROWN INSURANCE SERVICES75%
- STRATEGIC NON-MEDICAL SOLUTIONS LLC25%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
ENERGY AIR, INC. ESOP
ESOP
Assets$132.4M
Participants410
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
ENERGY AIR, INC. 401(K) PLAN
401k
Assets$7.1M
Participants357
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
ENERGY AIR, INC. HEALTH AND WELFARE PLAN
Mixed - UNITED OF OMAHA LIFE INSURANCE COMPANY
Premiums$397K
Covered lives414
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | ENERGY AIR, INC. ESOP | ESOP | $132.4M | 410 | 2024 | |
| 001 | ENERGY AIR, INC. 401(K) PLAN | 401k | $7.1M | 357 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | ENERGY AIR, INC. HEALTH AND WELFARE PLAN | Mixed | UNITED OF OMAHA LIFE INSURANCE COMPANY | $397K | 414 | 2025 |
Retirement plans
Welfare plans