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Sponsor portfolio

HUGHES-ANDERSON HEAT EXCHANGERS, INC.

EIN 73-0795562-machinery-Latest filing 2025
Plans
3
Retirement
2
$21.7M assets
Welfare
1
$1.3M premiums
Participants
300
1001 NORTH FULTON - TULSA, OK 741156445918-836-1681hughesanderson.comLinkedIn51-200 employeesmachinery
Plans on this EIN
3 filings
#001401k-$15.9M - 147 part#002ESOP-$5.8M - 51 part#501Fully Insured-$1.3M - 128 lives

Retirement portfolio analytics

2 plans aggregated / $21.7M assets / 198 participants

Assets by plan

Share of aggregate retirement assets

73%top
  • & PS PLAN (#001)73%
  • EMPLOYEE STOCK OWNERSHIP (#002)27%
Total $21.7MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
73%top
  • ASCENSUS LLC73%
  • (Not disclosed)27%
Total $21.7MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • & PS PLAN (#001)147
  • EMPLOYEE STOCK OWNERSHIP (#002)51
Total 198Click row to drill in

Benefits portfolio analytics

1 plan / $1.3M premiums / 128 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.2M
  • Life$84K
  • Long-term disability$84K
Total $1.3M3 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
94%top
  • UNITEDHEALTHCARE INSURANCE COMPANY94%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA6%
Total $1.3M2 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • JIM RULEY & CO INC100%
Total $39K1 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

HUGHES ANDERSON SAVINGS & PS PLAN

401k

Assets$15.9M
Participants147
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

HUGHES-ANDERSON EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$5.8M
Participants51
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

HUGHES-ANDERSON HEAT EXCHANGERS, INC. EMPLOYEE BENEFIT PLAN

Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$1.3M
Covered lives128
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001HUGHES ANDERSON SAVINGS & PS PLAN401k$15.9M1472024
002HUGHES-ANDERSON EMPLOYEE STOCK OWNERSHIP PLANESOP$5.8M512024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501HUGHES-ANDERSON HEAT EXCHANGERS, INC. EMPLOYEE BENEFIT PLANFully InsuredUNITEDHEALTHCARE INSURANCE COMPANY$1.3M1282025
Retirement plans
Welfare plans
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