Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$807K
- Prescription drug$807K
- Life$611K
- Short-term disability$611K
- Long-term disability$611K
- Other$611K
- +1 more
Filings through .
Climatec, LLC
EIN 86-0945853facilities servicesLatest filing 2025
Plans
2
Retirement
1
$143.2M assets
Health & Benefits
1
$1.5M premiums
Participants
2,857
2851 WEST KATHLEEN ROAD - PHOENIX, AZ 85053602-906-4195climatec.comLinkedIn1001-5000 employeesfacilities services
Plans on this EIN
2 filingsHealth & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
Benefits portfolio analytics
1 plan / $1.5M premiums / 1,741 covered lives
See carrier and broker market share with Pro.
Pro unlocks:
- Top carriers and their premium share
- Top brokers and their commission share
Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#001
CLIMATEC EMPLOYEE SAVINGS PLAN
401(k)
Assets$143.2M
Participants1,587
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501
CLIMATEC, LLC GROUP EMPLOYEE BENEFIT PLAN
Mixed - KAISER FOUNDATION HEALTH PLAN, INC.
Premiums$1.5M
Covered lives1,741
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
1 plan on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | CLIMATEC EMPLOYEE SAVINGS PLAN | 401(k) | $143.2M | 1,587 | 2025 |
- #001 · 401(k) · 20251,587
Health & Benefits plans
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #501 | CLIMATEC, LLC GROUP EMPLOYEE BENEFIT PLAN | Mixed | KAISER FOUNDATION HEALTH PLAN, INC. | $1.5M | 1,741 | 2025 |
- #501 · Mixed · KAISER FOUNDATION HEALTH PLAN, INC. · 20251,741
Retirement plans
Health & Benefits plans