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Sponsor portfolioTH

WILLIAMS PLUMBING AND HEATING INC

EIN 81-0422466-Latest filing 2025
Plans
2
Retirement
1
$10.5M assets
Welfare
1
$414K premiums
Participants
780
2133 INDUSTRIAL DRIVE, PO BOX 10 - BOZEMAN, MT 597710010406-587-0969
Plans on this EIN
2 filings
#002401k-$10.5M - 455 part#501Mixed-$414K - 524 lives

Benefits portfolio analytics

1 plan / $414K premiums / 524 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$214K
  • Vision$214K
  • Other$200K
  • Life$153K
  • Short-term disability$153K
  • Long-term disability$153K
Total $414K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
52%top
  • PRINCIPAL LIFE INSURANCE COMPANY52%
  • SUN LIFE ASSURANCE COMPANY OF CANADA37%
  • HCC LIFE INSURANCE COMPANY11%
Total $414K3 slices

Broker market share

Schedule A broker compensation

Split broker
74%top
  • HYLANT GROUP INC74%
  • CENTRO BENEFITS RESEARCH LLC26%
Total $63K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

WILLIAMS COMPANIES 401(K) PLAN

401k

Assets$10.5M
Participants455
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

WILLIAMS PLUMBING & HEATING INC HEALTH AND WELFARE BENEFIT PLAN

Mixed - PRINCIPAL LIFE INSURANCE COMPANY

Premiums$414K
Covered lives524
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002WILLIAMS COMPANIES 401(K) PLAN401k$10.5M4552024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501WILLIAMS PLUMBING & HEATING INC HEALTH AND WELFARE BENEFIT PLANMixedPRINCIPAL LIFE INSURANCE COMPANY$414K5242025
Retirement plans
Welfare plans
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