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  2. ELDRIDGE A/C & HEAT, INC.
Sponsor portfolio

ELDRIDGE A/C & HEAT, INC.

EIN 74-1685626-Other Services (except Public Administration)-Latest filing 2025
Plans
2
Retirement
1
$590K assets
Welfare
1
$87K premiums
Participants
161
1929 HWY FM 1301 - WHARTON, TX 77488979-532-8150
Plans on this EIN
2 filings
#001401k-$590K - 4 part#501Mixed-$87K - 153 lives

Benefits portfolio analytics

1 plan / $87K premiums / 153 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$55K
  • Other$55K
  • Dental$23K
  • Vision$9K
Total $87K4 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
63%top
  • UNITED OF OMAHA LIFE INSURANCE COMPANY63%
  • AMERITAS LIFE INSURANCE CORP.26%
  • FIDELITY SECURITY LIFE INSURANCE COMPANY11%
Total $87K3 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • CROWN RISK MANAGEMENT, LLC100%
Total $14K1 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

ELDRIDGE AIR PROFIT SHARING 401(K) PLAN

401k

Assets$590K
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

WHOA & CO., INC., AND SUBSIDIARY ELDRIDGE ELECTRIC EMPLOYEE BENEFIT PLAN

Mixed - UNITED OF OMAHA LIFE INSURANCE COMPANY

Premiums$87K
Covered lives153
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001ELDRIDGE AIR PROFIT SHARING 401(K) PLAN401k$590K42025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501WHOA & CO., INC., AND SUBSIDIARY ELDRIDGE ELECTRIC EMPLOYEE BENEFIT PLANMixedUNITED OF OMAHA LIFE INSURANCE COMPANY$87K1532024
Retirement plans
Welfare plans
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