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Sponsor portfolio

HEAT TRANSFER EQUIPMENT COMPANY

EIN 73-0961266-Manufacturing-Latest filing 2025
Plans
2
Retirement
1
$16.5M assets
Welfare
1
$72K premiums
Participants
280
1515 N. 93RD E. AVE. - TULSA, OK 74115918-836-8721htequip.comLinkedIn51-200 employees
Plans on this EIN
2 filings
#001401k-$16.5M - 145 part#510Mixed-$72K - 135 lives

Benefits portfolio analytics

1 plan / $72K premiums / 135 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$72K
  • Life$71K
  • Short-term disability$71K
Total $72K3 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
98%top
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA98%
  • COMMUNITY CARE2%
Total $72K2 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • GALLAGHER BENEFIT SERVICES, INC.100%
Total $2K1 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

HEAT TRANSFER EQUIPMENT COMPANY SAVINGS PLAN

401k

Assets$16.5M
Participants145
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#510

HEAT TRANSFER EQUIPMENT COMPANY EMPLOYEE BENEFIT PLAN

Mixed - THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA

Premiums$72K
Covered lives135
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001HEAT TRANSFER EQUIPMENT COMPANY SAVINGS PLAN401k$16.5M1452025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
510HEAT TRANSFER EQUIPMENT COMPANY EMPLOYEE BENEFIT PLANMixedTHE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA$72K1352025
Retirement plans
Welfare plans
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