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  2. FIDUCIARY WISE, LLC FBO AIR COMFORT, INC.
Sponsor portfolio

FIDUCIARY WISE, LLC FBO AIR COMFORT, INC.

EIN 84-1444658-Construction-Latest filing 2025
Plans
2
Retirement
1
$6.0M assets
Welfare
1
$451K premiums
Participants
320
2487 S. GILBERT ROAD, STE 106-454 - GILBERT, AZ 85295970-490-1458
Plans on this EIN
2 filings
#200401k-$6.0M - 179 part#501Fully Insured-$451K - 128 lives

Benefits portfolio analytics

1 plan / $451K premiums / 128 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$258K
  • Dental$63K
  • Vision$63K
  • Life$52K
  • Other$50K
  • Short-term disability$31K
Total $446K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
72%top
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY72%
  • TRUSTMARK INSURANCE COMPANY27%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY2%
Total $446K3 slices

Broker market share

Schedule A broker compensation

Split broker
79%top
  • FLOOD & PETERSON BENEFITS LLC79%
  • ACCRETIVE ENROLLMENT SERVICES LLC21%
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#200

PREFERRED EMPLOYER PLAN FBO AIR COMFORT, INC.

401k

Assets$6.0M
Participants179
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

AIR COMFORT, INC. HEALTH AND WELFARE PLAN

Fully Insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY

Premiums$451K
Covered lives128
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
200PREFERRED EMPLOYER PLAN FBO AIR COMFORT, INC.401k$6.0M1792025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501AIR COMFORT, INC. HEALTH AND WELFARE PLANFully InsuredCIGNA HEALTH AND LIFE INSURANCE COMPANY$451K1282025
Retirement plans
Welfare plans
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