Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Dental$112K
- Vision$112K
- Life$112K
- Short-term disability$112K
- Long-term disability$112K
- Other$112K
Sponsor portfolio
EFFICIENCY HEATING AND COOLING, LLC
EIN 82-4718020ConstructionLatest filing 2025
Plans
2
Retirement
1
$5.4M assets
Welfare
1
$112K premiums
Participants
203
PO BOX 718 - GILBERT, AZ 85299480-497-5178
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $112K premiums / 102 covered livesCarrier market share
Premium dollars by Schedule A carrier
100%top
- UNITED OF OMAHA LIFE INSURANCE COMPANY100%
Broker market share
Schedule A broker compensation
92%top
- THOMAS CHAD RICHARDS92%
- USI INSURANCE SERVICES LLC8%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
EFFICIENCY HEATING AND COOLING 401K PLAN
401k
Assets$5.4M
Participants101
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
EFFICIENCY HEATING AND COOLING, LLC BENEFITS PLAN
Mixed - UNITED OF OMAHA LIFE INSURANCE COMPANY
Premiums$112K
Covered lives102
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | EFFICIENCY HEATING AND COOLING 401K PLAN | 401k | $5.4M | 101 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | EFFICIENCY HEATING AND COOLING, LLC BENEFITS PLAN | Mixed | UNITED OF OMAHA LIFE INSURANCE COMPANY | $112K | 102 | 2025 |
Retirement plans
Welfare plans