PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. BLUE FOX HVAC & PLUMBING LLC
Sponsor portfolio

BLUE FOX HVAC & PLUMBING LLC

EIN 82-3050086-Latest filing 2025
Plans
3
Retirement
1
$1.9M assets
Welfare
2
$57K premiums
Participants
203
2760 PARK EAST BLVD - LAFAYETTE, IN 47905
Plans on this EIN
3 filings
#001401k-$1.9M - 55 part#502Mixed-$57K - 246 lives#501Self Funded-0 lives

Benefits portfolio analytics

2 plans / $57K premiums / 246 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$57K
  • Vision$57K
  • Life$57K
  • Other$57K
Total $57K4 rows

Carrier market share

Premium dollars by Schedule A carrier

Bundled
100%top
  • PRINCIPAL LIFE INSURANCE COMPANY100%
Total $57K1 slice

Broker market share

Schedule A broker compensation

Split broker
51%top
  • HUB INTERNATIONAL MIDWEST LIMITED51%
  • TGP INSURANCE AGENCY LLC49%
Total $5K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

BLUE FOX HEATING & COOLING 401(K) PLAN

401k

Assets$1.9M
Participants55
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

BLUE FOX HVAC & PLUMBING LLC BENEFIT PLAN

Mixed - PRINCIPAL LIFE INSURANCE COMPANY

Premiums$57K
Covered lives246
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#501

BLUE FOX HEATING & COOLING CBIN BENEFIT PLAN

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001BLUE FOX HEATING & COOLING 401(K) PLAN401k$1.9M552024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
502BLUE FOX HVAC & PLUMBING LLC BENEFIT PLANMixedPRINCIPAL LIFE INSURANCE COMPANY$57K2462025
501BLUE FOX HEATING & COOLING CBIN BENEFIT PLANSelf Funded-$002024
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica