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  1. Companies/
  2. MURRAY PLUMBING & HEATING CORPORATION
Sponsor portfolioTH

MURRAY PLUMBING & HEATING CORPORATION

EIN 95-1896727-Construction-Latest filing 2025
Plans
3
Retirement
2
$297.2M assets
Welfare
1
$4.7M premiums
Participants
1,047
5995 PLAZA DRIVE - CYPRESS, CA 90630310-637-1500
Plans on this EIN
3 filings
#002ESOP-$248.3M - 356 part#001401k-$48.8M - 358 part#501Fully Insured-$4.7M - 355 lives

Retirement portfolio analytics

2 plans aggregated / $297.2M assets / 714 participants

Assets by plan

Share of aggregate retirement assets

84%top
  • EMPLOYEE STOCK OWNERSHIP (#002)84%
  • MURRAY COMPANY 401(K) (#001)16%
Total $297.2MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • MURRAY COMPANY 401(K) (#001)358
  • EMPLOYEE STOCK OWNERSHIP (#002)356
Total 714Click row to drill in

Benefits portfolio analytics

1 plan / $4.7M premiums / 355 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$4.1M
  • Prescription drug$4.1M
  • Other$567K
  • Dental$513K
  • Vision$513K
  • Life$513K
  • +1 more
Total $4.7M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
59%top
  • AETNA LIFE INSURANCE COMPANY59%
  • KAISER FOUNDATION HEALTH PLAN INC29%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA11%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA1%
  • ORRIANT, LLC0%
Total $4.7M5 slices

Broker market share

Schedule A broker compensation

Split broker
96%top
  • S&K FINANCIAL AND INSURANCE SERVICE96%
  • VARIOUS - SEE ATTACHED4%
Total $245K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

MURRAY PLUMBING & HEATING CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$248.3M
Participants356
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

MURRAY COMPANY 401(K) PLAN

401k

Assets$48.8M
Participants358
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

MURRAY PLUMBING & HEATING WELFARE BENEFITS PLAN

Fully Insured - AETNA HEALTH, INC.

Premiums$4.7M
Covered lives355
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002MURRAY PLUMBING & HEATING CORPORATION EMPLOYEE STOCK OWNERSHIP PLANESOP$248.3M3562025
001MURRAY COMPANY 401(K) PLAN401k$48.8M3582024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501MURRAY PLUMBING & HEATING WELFARE BENEFITS PLANFully InsuredAETNA HEALTH, INC.$4.7M3552025
Retirement plans
Welfare plans
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