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Sponsor portfolio

HEAT AND CONTROL, INC.

EIN 94-1150095-Latest filing 2025
Plans
3
Retirement
2
$151.2M assets
Welfare
1
$2.6M premiums
Participants
1,954
21121 CABOT BLVD. - HAYWARD, CA 94545510-259-0500
Plans on this EIN
3 filings
#001401k-$106.3M - 865 part#002TraditionalDB-$44.9M - 362 part#501Mixed-$2.6M - 722 lives

Retirement portfolio analytics

2 plans aggregated / $151.2M assets / 1,227 participants

Assets by plan

Share of aggregate retirement assets

70%top
  • AND 401(K) Savings (#001)70%
  • AND CONTROL, INC. (#002)30%
Total $151.2MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
70%top
  • JOHN HANCOCK LIFE INSURANCE COMPANY70%
  • (Not disclosed)30%
Total $151.2MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • AND 401(K) Savings (#001)865
  • AND CONTROL, INC. (#002)362
Total 1,227Click row to drill in

Benefits portfolio analytics

1 plan / $2.6M premiums / 722 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.2M
  • Prescription drug$2.2M
  • Life$257K
  • Long-term disability$257K
  • Other$257K
  • Short-term disability$106K
  • +1 more
Total $2.6M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
84%top
  • KAISER FOUNDATION HEALTH PLAN INC84%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA14%
  • VISION SERVICE PLAN2%
Total $2.6M3 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • EDGEWOOD PARTNERS INSURANCE CENTER100%
Total $23K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

HEAT AND CONTROL, INC. PROFIT-SHARING AND 401(K) SAVINGS PLAN

401k

Assets$106.3M
Participants865
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

PENSION PLAN FOR THE EMPLOYEES OF HEAT AND CONTROL, INC.

TraditionalDB

Assets$44.9M
Participants362
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

HEAT AND CONTROL, INC. HEALTH AND WELFARE PLAN

Mixed - KAISER FOUNDATION HEALTH PLAN INC.

Premiums$2.6M
Covered lives722
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001HEAT AND CONTROL, INC. PROFIT-SHARING AND 401(K) SAVINGS PLAN401k$106.3M8652024
002PENSION PLAN FOR THE EMPLOYEES OF HEAT AND CONTROL, INC.TraditionalDB$44.9M3622024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501HEAT AND CONTROL, INC. HEALTH AND WELFARE PLANMixedKAISER FOUNDATION HEALTH PLAN INC.$2.6M7222025
Retirement plans
Welfare plans
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