Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$571K
- Dental$571K
- Vision$571K
- Short-term disability$38K
- Long-term disability$18K
- Life$14K
- +1 more
Sponsor portfolio
HVAC, INC.
EIN 62-1282426ConstructionLatest filing 2025
Plans
2
Retirement
1
$4.4M assets
Welfare
1
$642K premiums
Participants
250
2 SPRUCE STREET - BRISTOL, TN 37620423-989-5000
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $642K premiums / 136 covered livesCarrier market share
Premium dollars by Schedule A carrier
89%top
- BLUE CROSS OF CALIFORNIA89%
- UNITED OF OMAHA LIFE INSURANCE COMPANY11%
Broker market share
Schedule A broker compensation
48%top
- PAMELA LAWHORN48%
- MCGRIFF INSURANCE SERVICES INC29%
- DEBORAH KENNEDY23%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
HVAC, INC. 401(K) PROFIT SHARING PLAN
401k
Assets$4.4M
Participants113
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
HVAC EMPLOYEE BENEFIT PLAN
Fully Insured - BLUECROSS BLUESHIELD OF TENNESSEE, INC.
Premiums$642K
Covered lives136
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | HVAC, INC. 401(K) PROFIT SHARING PLAN | 401k | $4.4M | 113 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | HVAC EMPLOYEE BENEFIT PLAN | Fully Insured | BLUECROSS BLUESHIELD OF TENNESSEE, INC. | $642K | 136 | 2025 |
Retirement plans
Welfare plans