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  1. Companies/
  2. Hughes-Anderson Heat Exchangers Inc
  • Retirement analytics
  • Benefits analytics
  • Plan summaries
  • Retirement plans
  • Health & Benefits plans

Filings through Oct 24, 2026.

Hughes-Anderson Heat Exchangers Inc

EIN 73-0795562-machinery-Latest filing 2025
Plans
3
Retirement
2
$23.9M assets
Health & Benefits
1
$1.3M premiums
Participants
302
PO BOX 582710 - TULSA, OK 74158918-949-3319hughesanderson.comLinkedIn51-200 employeesmachinery
Plans on this EIN
3 filings
#001401(k)-$18.4M - 152 part#002ESOP-$5.5M - 48 part#501Fully insured-$1.3M - 128 lives

Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.

Retirement portfolio analytics

2 plans aggregated / $23.9M assets / 200 participants

Assets by plan

Share of aggregate retirement assets

  • & PS PLAN (#001)$18.4M
  • EMPLOYEE STOCK OWNERSHIP (#002)$5.5M
Total $23.9MSelect a row to open it

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
  • ASCENSUS LLC$18.4M
  • (Not disclosed)$5.5M
Total $23.9MSelect a row to open it

Participants by plan

Active + retired + deferred vested

  • & PS PLAN (#001)152
  • EMPLOYEE STOCK OWNERSHIP (#002)48
Total 200Select a row to open it

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
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Plan summaries

Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.

Retirement#001

HUGHES ANDERSON SAVINGS & PS PLAN

401(k)

Assets$18.4M
Participants152
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002

HUGHES-ANDERSON EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$5.5M
Participants48
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501

HUGHES-ANDERSON HEAT EXCHANGERS, INC. EMPLOYEE BENEFIT PLAN

Fully insured - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$1.3M
Covered lives128
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

2 plans on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001HUGHES ANDERSON SAVINGS & PS PLAN401(k)$18.4M1522025
#002HUGHES-ANDERSON EMPLOYEE STOCK OWNERSHIP PLANESOP$5.5M482025
  • HUGHES ANDERSON SAVINGS & PS PLAN$18.4M
    #001 · 401(k) · 2025152
  • HUGHES-ANDERSON EMPLOYEE STOCK OWNERSHIP PLAN$5.5M
    #002 · ESOP · 202548

Health & Benefits plans

1 plan on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#501HUGHES-ANDERSON HEAT EXCHANGERS, INC. EMPLOYEE BENEFIT PLANFully insuredUNITEDHEALTHCARE INSURANCE COMPANY$1.3M1282025
  • HUGHES-ANDERSON HEAT EXCHANGERS, INC. EMPLOYEE BENEFIT PLAN$1.3M
    #501 · Fully insured · UNITEDHEALTHCARE INSURANCE COMPANY · 2025128
Retirement plans
Health & Benefits plans

On this page

  1. Retirement analytics
  2. Benefits analytics
  3. Plan summaries
  4. Retirement plans
  5. Health & Benefits plans
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