PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. AQUA PLUMBING & AIR SERVICES, INC.
Sponsor portfolio

AQUA PLUMBING & AIR SERVICES, INC.

EIN 65-0673987-individual & family services-Latest filing 2025
Plans
2
Retirement
1
$3.5M assets
Welfare
1
$1.2M premiums
Participants
335
8283 VICO COURT - SARASOTA, FL 34240941-366-7676LinkedIn51-200 employeesindividual & family services
Plans on this EIN
2 filings
#002401k-$3.5M - 164 part#501Fully Insured-$1.2M - 170 lives

Benefits portfolio analytics

1 plan / $1.2M premiums / 170 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$954K
  • Prescription drug$855K
  • Other$139K
  • Life$127K
  • Short-term disability$127K
  • Long-term disability$127K
  • +2 more
Total $1.2M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
73%top
  • UPMC HEALTH OPTIONS73%
  • USABLE LIFE11%
  • BLUE CROSS OF CALIFORNIA8%
  • SUN LIFE ASSURANCE COMPANY OF CANADA7%
  • FIRST STOP HEALTH1%
Total $1.2M5 slices

Broker market share

Schedule A broker compensation

Split broker
55%top
  • BALDWYN KRYSTYN SHERMAN PARTNERS55%
  • BALDWIN KRYSTYN SHERMAN PARTNERS43%
  • WATCHTOWER TECHNOLOGIES INC2%
Total $59K3 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

AQUA PLUMBING & AIR SERVICES, INC. PROFIT SHARING AND 401(K) PLAN

401k

Assets$3.5M
Participants164
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

AQUA PLUMBING & AIR SERVICES, INC. WELFARE PLAN

Fully Insured - HEALTH OPTIONS

Premiums$1.2M
Covered lives170
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002AQUA PLUMBING & AIR SERVICES, INC. PROFIT SHARING AND 401(K) PLAN401k$3.5M1642025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501AQUA PLUMBING & AIR SERVICES, INC. WELFARE PLANFully InsuredHEALTH OPTIONS$1.2M1702025
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica