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Sponsor portfolioTH

COMFORT SYSTEMS USA, INC.

EIN 76-0526487-construction-Latest filing 2025
Plans
3
Retirement
2
$1.13B assets
Welfare
1
$8.9M premiums
Participants
33,955
675 BERING DRIVE, SUITE 400 - HOUSTON, TX 77057713-830-9600comfortsystemsusa.comLinkedIn10001+ employeesconstruction
Plans on this EIN
3 filings
#001401k-$1.12B - 22,732 part#002ProfitSharing-$10.7M - 2,215 part#501Mixed-$8.9M - 8,632 lives

Retirement portfolio analytics

2 plans aggregated / $1.13B assets / 24,947 participants

Assets by plan

Share of aggregate retirement assets

99%top
  • USA, INC. 401(K) (#001)99%
  • PREVAILING WAGE PLAN (#002)1%
Total $1.13BClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • USA, INC. 401(K) (#001)22,732
  • PREVAILING WAGE PLAN (#002)2,215
Total 24,947Click row to drill in

Benefits portfolio analytics

1 plan / $8.9M premiums / 8,632 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$4.7M
  • Health$4.1M
  • Prescription drug$4.1M
  • Life$4.0M
  • Short-term disability$4.0M
  • Long-term disability$4.0M
Total $8.9M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
47%top
  • BLUE CROSS OF CALIFORNIA47%
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY45%
  • RELIASTAR LIFE INSURANCE COMPANY8%
Total $8.9M3 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • LOCKTON COMPANIES, LLC100%
Total $453K1 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

COMFORT SYSTEMS USA, INC. 401(K) PLAN

401k

Assets$1.12B
Participants22,732
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

COMFORT SYSTEMS USA, INC. PREVAILING WAGE PLAN

ProfitSharing

Assets$10.7M
Participants2,215
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

COMFORT SYSTEMS USA HEALTH & WELFARE PLAN

Mixed - BLUE CROSS AND BLUE SHIELD OF ALABAMA

Premiums$8.9M
Covered lives8,632
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001COMFORT SYSTEMS USA, INC. 401(K) PLAN401k$1.12B22,7322024
002COMFORT SYSTEMS USA, INC. PREVAILING WAGE PLANProfitSharing$10.7M2,2152024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501COMFORT SYSTEMS USA HEALTH & WELFARE PLANMixedBLUE CROSS AND BLUE SHIELD OF ALABAMA$8.9M8,6322025
Retirement plans
Welfare plans
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