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Sponsor portfolio

SOUTHERN HVAC CORPORATION

EIN 81-2606496-environmental services-Latest filing 2025
Plans
2
Retirement
1
$18.2M assets
Welfare
1
$9.9M premiums
Participants
2,526
1060 MAITLAND CTR COMMONS STE 250 - MAITLAND, FL 32751407-986-3778southernhvac.co.ukLinkedIn1-10 employeesenvironmental services
Plans on this EIN
2 filings
#002401k-$18.2M - 1,114 part#501Fully Insured-$9.9M - 4,794 lives

Benefits portfolio analytics

1 plan / $9.9M premiums / 4,794 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$9.7M
  • Health$9.0M
  • Other$975K
  • Vision$781K
  • Life$781K
  • Short-term disability$781K
  • +1 more
Total $9.9M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
90%top
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY90%
  • METROPOLITAN LIFE INSURANCE COMPANY10%
Total $9.9M2 slices

Broker market share

Schedule A broker compensation

Split broker
99%top
  • HUB INTERNATIONAL MIDWEST LIMITED99%
  • SBR SERVICES LLC1%
Total $208K2 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

SOUTHERN HVAC CORPORATION 401(K) PLAN

401k

Assets$18.2M
Participants1,114
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

SOUTHERN HVAC HEALTH AND WELFARE BENEFIT PLAN

Fully Insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY

Premiums$9.9M
Covered lives4,794
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002SOUTHERN HVAC CORPORATION 401(K) PLAN401k$18.2M1,1142025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501SOUTHERN HVAC HEALTH AND WELFARE BENEFIT PLANFully InsuredCIGNA HEALTH AND LIFE INSURANCE COMPANY$9.9M4,7942025
Retirement plans
Welfare plans
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