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Sponsor portfolio

SUN KOOL AIR CONDITIONING, INC.

EIN 59-2628297-construction-Latest filing 2025
Plans
2
Retirement
1
$2.5M assets
Welfare
1
$1.4M premiums
Participants
501
530 NE 14TH STREET - OCALA, FL 34470352-330-1067sunkoolac.comLinkedIn51-200 employeesconstruction
Plans on this EIN
2 filings
#001401k-$2.5M - 261 part#502Fully Insured-$1.4M - 243 lives

Benefits portfolio analytics

1 plan / $1.4M premiums / 243 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Prescription drug$1.1M
  • Health$300K
  • Dental$300K
  • Vision$300K
  • Life$300K
  • Short-term disability$300K
  • +2 more
Total $1.4M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
56%top
  • UPMC HEALTH OPTIONS56%
  • BLUE CROSS OF CALIFORNIA22%
  • SUN LIFE ASSURANCE COMPANY OF CANADA22%
Total $1.4M3 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • HUB INTERNATIONAL MIDWEST LIMITED100%
Total $121K1 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

SUN KOOL AIR CONDITIONING, INC. 401K PLAN

401k

Assets$2.5M
Participants261
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

SUN KOOL AIR CONDITIONING, INC. HEALTH AND WELFARE PLAN

Fully Insured - HEALTH OPTIONS

Premiums$1.4M
Covered lives243
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001SUN KOOL AIR CONDITIONING, INC. 401K PLAN401k$2.5M2612025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
502SUN KOOL AIR CONDITIONING, INC. HEALTH AND WELFARE PLANFully InsuredHEALTH OPTIONS$1.4M2432025
Retirement plans
Welfare plans
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