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Sponsor portfolio

FRESNO PLUMBING & HEATING, INC.

EIN 94-2774677-construction-Latest filing 2025
Plans
3
Retirement
2
$30.6M assets
Welfare
1
$1.2M premiums
Participants
962
2585 N. LARKIN - FRESNO, CA 93727559-292-3003fphinc.comLinkedIn11-50 employeesconstruction
Plans on this EIN
3 filings
#001401k-$23.7M - 342 part#002ESOP-$6.9M - 336 part#502Fully Insured-$1.2M - 284 lives

Retirement portfolio analytics

2 plans aggregated / $30.6M assets / 678 participants

Assets by plan

Share of aggregate retirement assets

78%top
  • PROFIT SHARING PLAN (#001)78%
  • EMPLOYEE STOCK OWNERSHIP (#002)22%
Total $30.6MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#001)342
  • EMPLOYEE STOCK OWNERSHIP (#002)336
Total 678Click row to drill in

Benefits portfolio analytics

1 plan / $1.2M premiums / 284 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.1M
  • Prescription drug$1.1M
  • Dental$114K
  • Vision$114K
  • Life$18K
  • Other$18K
Total $1.2M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
89%top
  • UNITEDHEALTHCARE INSURANCE COMPANY89%
  • PRINCIPAL LIFE INSURANCE COMPANY10%
  • ANTHEM LIFE INSURANCE COMPANY2%
Total $1.2M3 slices

Broker market share

Schedule A broker compensation

Split broker
100%top
  • HUB INTERNATIONAL MIDWEST LIMITED100%
  • DER MANOUEL INSURANCE GROUP0%
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#001

FRESNO PLUMBING & HEATING, INC. 401(K) PROFIT SHARING PLAN

401k

Assets$23.7M
Participants342
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

FRESNO PLUMBING & HEATING, INC. EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$6.9M
Participants336
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

FRESNO PLUMBING & HEATING CONSOLIDATED WELFARE PLAN

Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$1.2M
Covered lives284
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001FRESNO PLUMBING & HEATING, INC. 401(K) PROFIT SHARING PLAN401k$23.7M3422025
002FRESNO PLUMBING & HEATING, INC. EMPLOYEE STOCK OWNERSHIP PLANESOP$6.9M3362025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
502FRESNO PLUMBING & HEATING CONSOLIDATED WELFARE PLANFully InsuredUNITEDHEALTHCARE INSURANCE COMPANY$1.2M2842025
Retirement plans
Welfare plans
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