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  1. Companies/
  2. Samsung Lennox HVAC North Americ

Filings through Oct 24, 2026.

Sponsor portfolio

Samsung Lennox HVAC North Americ

EIN 95-4885668-Other Services (except Public Administration)-Latest filing 2025
Plans
3
Retirement
2
$11.7M assets
Welfare
1
$3.1M premiums
Participants
394
776 HENRIETTA CREEK RD STE 100 - ROANOKE, TX 76262817-559-9335LinkedIn1-10 employees
Plans on this EIN
3 filings
#002401(k)-$6.8M - 146 part#001401(k)-$4.9M - 114 part#501Fully insured-$3.1M - 338 lives

Retirement portfolio analytics

2 plans aggregated / $11.7M assets / 260 participants

Assets by plan

Share of aggregate retirement assets

58%top
  • LLC 401K PLAN (#002)58%
  • LLC 401K PLAN (#001)42%
Total $11.7MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
100%top
  • ADP BROKER-DEALER100%
Total $11.7MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • LLC 401K PLAN (#002)146
  • LLC 401K PLAN (#001)114
Total 260Click row to drill in

Benefits portfolio analytics

1 plan / $3.1M premiums / 338 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.9M
  • Dental$2.9M
  • Prescription drug$2.9M
  • Other$118K
  • Life$101K
  • Long-term disability$101K
  • +1 more
Total $3.1M7 rows
See carrier and broker market share with Pro.

Plan deep-dives

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

SAMSUNG LENNOX HVAC NORTH AMERICA LLC 401K PLAN

401(k)

Assets$6.8M
Participants146
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

SAMSUNG HVAC AMERICA, LLC 401K PLAN

401(k)

Assets$4.9M
Participants114
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

SAMSUNG LENNOX HVAC NORTH AMERICA WELFARE BENEFIT PLAN

Fully insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES

Premiums$3.1M
Covered lives338
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002SAMSUNG LENNOX HVAC NORTH AMERICA LLC 401K PLAN401(k)$6.8M1462025
001SAMSUNG HVAC AMERICA, LLC 401K PLAN401(k)$4.9M1142024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501SAMSUNG LENNOX HVAC NORTH AMERICA WELFARE BENEFIT PLANFully insuredCIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES$3.1M3382025
Retirement plans
Welfare plans
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