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Sponsor portfolio

INTERCOOL USA, LLC

EIN 81-4852676-construction-Latest filing 2024
Plans
2
Retirement
1
$4.6M assets
Welfare
1
$1.7M premiums
Participants
258
1313 VALWOOD PARKWAY, SUITE 100 - CARROLLTON, TX 75006972-277-4511intercoolusa.comLinkedIn51-200 employeesconstruction
Plans on this EIN
2 filings
#002401k-$4.6M - 149 part#501Fully Insured-$1.7M - 207 lives

Benefits portfolio analytics

1 plan / $1.7M premiums / 207 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.5M
  • Dental$1.5M
  • Vision$120K
  • Life$120K
  • Short-term disability$120K
  • Long-term disability$120K
  • +1 more
Total $1.7M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
93%top
  • BLUE CROSS OF CALIFORNIA93%
  • DEARBORN LIFE INSURANCE COMPANY7%
Total $1.7M2 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • LOCKTON COMPANIES, LLC100%
Total $65K1 slice

Plan deep-dives

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

INTERCOOL USA, LLC 401(K) & PROFIT SHARING PLAN & TRUST

401k

Assets$4.6M
Participants149
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

INTERCOOL USA, LLC HEALTH AND WELFARE PLAN

Fully Insured - BLUECROSS BLUESHIELD OF TEXAS

Premiums$1.7M
Covered lives207
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002INTERCOOL USA, LLC 401(K) & PROFIT SHARING PLAN & TRUST401k$4.6M1492024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501INTERCOOL USA, LLC HEALTH AND WELFARE PLANFully InsuredBLUECROSS BLUESHIELD OF TEXAS$1.7M2072024
Retirement plans
Welfare plans
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