Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$556K
- Life$38K
- Short-term disability$38K
- Long-term disability$38K
Sponsor portfolio
HEI-TEK AUTOMATION, LLC
EIN 86-1002261Wholesale TradeLatest filing 2025
Plans
2
Retirement
1
$3.7M assets
Welfare
1
$594K premiums
Participants
241
24435 N. 20TH DR - PHOENIX, AZ 85085605-269-7931
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $594K premiums / 124 covered livesCarrier market share
Premium dollars by Schedule A carrier
100%top
- UNITEDHEALTHCARE INSURANCE COMPANY100%
Broker market share
Schedule A broker compensation
70%top
- PATRIOT GROWTH INSURANCE SERVICES70%
- PARAGON PARTNERS LTD30%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#003
HEI-TEK AUTOMATION 401(K) PLAN
401k
Assets$3.7M
Participants117
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
HEI-TEK AUTOMATION, LLC WELFARE PLAN
Mixed - UNITEDHEALTHCARE INSURANCE COMPANY
Premiums$594K
Covered lives124
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 003 | HEI-TEK AUTOMATION 401(K) PLAN | 401k | $3.7M | 117 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | HEI-TEK AUTOMATION, LLC WELFARE PLAN | Mixed | UNITEDHEALTHCARE INSURANCE COMPANY | $594K | 124 | 2025 |
Retirement plans
Welfare plans