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Sponsor portfolio

SOUTH DADE AIR CONDITIONING AND REFRIGERATION

EIN 59-2547687-construction-Latest filing 2025
Plans
5
Retirement
2
$6.8M assets
Welfare
3
$264K premiums
Participants
1,077
910 LANDLINE ROAD - SELMA, AL 36701334-872-2228sdadeair.comLinkedIn11-50 employeesconstruction
Plans on this EIN
5 filings
#001401k-$6.7M - 307 part#002401k-$172K - 33 part#502Mixed-$264K - 389 lives#501Self Funded-0 lives#504Self Funded-0 lives

Retirement portfolio analytics

2 plans aggregated / $6.8M assets / 340 participants

Assets by plan

Share of aggregate retirement assets

97%top
  • SDAC 401(K) (#001)97%
  • 1081. 01(D) PLAN (#002)3%
Total $6.8MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • SDAC 401(K) (#001)307
  • 1081. 01(D) PLAN (#002)33
Total 340Click row to drill in

Benefits portfolio analytics

3 plans / $264K premiums / 389 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$264K
  • Vision$264K
  • Life$264K
  • Short-term disability$264K
  • Long-term disability$264K
  • Other$264K
Total $264K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Bundled
100%top
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA100%
Total $264K1 slice

Broker market share

Schedule A broker compensation

Single broker
100%top
  • GALLAGHER BENEFIT SERVICES, INC.100%
Total $48K1 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

SDAC 401(K) PLAN

401k

Assets$6.7M
Participants307
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

SDAC 1081. 01(D) PLAN

401k

Assets$172K
Participants33
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

SOUTH DADE AIR CONDITIONING AND REFRIGERATION ANCILLARY PLAN

Mixed - THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA

Premiums$264K
Covered lives389
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#501

SOUTH DADE AIR CONDITIONING AND REFRIGERATION MEDICAL PLAN

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#504

SOUTH DADE AIR CONDITIONING AND REFRIGERATION STOP LOSS PLAN

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001SDAC 401(K) PLAN401k$6.7M3072024
002SDAC 1081. 01(D) PLAN401k$172K332024

Welfare plans3

Plan #NameFundingCarrierPremiumsCoveredLatest year
502SOUTH DADE AIR CONDITIONING AND REFRIGERATION ANCILLARY PLANMixedTHE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA$264K3892025
501SOUTH DADE AIR CONDITIONING AND REFRIGERATION MEDICAL PLANSelf Funded-$002025
504SOUTH DADE AIR CONDITIONING AND REFRIGERATION STOP LOSS PLANSelf Funded-$002025
Retirement plans
Welfare plans
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