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
Sponsor portfolio
CLIMATEC, LLC
EIN 86-0945853facilities servicesLatest filing 2025
Plans
2
Retirement
1
$118.4M assets
Welfare
1
$1.5M premiums
Participants
2,777
2851 WEST KATHLEEN ROAD - PHOENIX, AZ 85053602-906-4125climatec.comLinkedIn1001-5000 employeesfacilities services
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $1.5M premiums / 1,741 covered livesCarrier market share
Premium dollars by Schedule A carrier
53%top
- KAISER FOUNDATION HEALTH PLAN INC53%
- UNITED OF OMAHA LIFE INSURANCE COMPANY40%
- FIDELITY SECURITY LIFE INSURANCE COMPANY7%
Broker market share
Schedule A broker compensation
100%top
- WILLIS TOWERS WATSON US LLC100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
CLIMATEC EMPLOYEE SAVINGS PLAN
401k
Assets$118.4M
Participants1,507
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
CLIMATEC, LLC GROUP EMPLOYEE BENEFIT PLAN
Mixed - KAISER FOUNDATION HEALTH PLAN, INC.
Premiums$1.5M
Covered lives1,741
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | CLIMATEC EMPLOYEE SAVINGS PLAN | 401k | $118.4M | 1,507 | 2024 |
Welfare plans1
| 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 |
Retirement plans
Welfare plans