PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Welfare plans/
  2. Sponsors/
  3. COMFORT SYSTEMS USA SHOFFNER, INC.

Open any plan below to see its carriers, broker commissions and premiums.

Solo shows those sections on each welfare plan. Your first month is $4.99.

Start for $4.99
Sponsor portfolioWelfare / HealthEIN 20-3329993

COMFORT SYSTEMS USA SHOFFNER, INC.

3600 PAPERMILL DR · KNOXVILLE, TN 379091518
8655231129
Plans filed
2
Years active
2015–2025
Industry
NAICS 23
Latest filing
2025
Total premiums (latest)
$816K
No prior year
Persons covered
714
No prior year
Total participants
563
No prior year
Plans filed
2
No prior year

Plans under this sponsor

2 plans
Plan #501$816K
COMFORT SYSTEMS USA SHOFFNER, INC. WRAP PLAN
Mixed714 covered·3 carriers
Primary: UNITEDHEALTCARE INSURANCE COMPANY
Plan #503$0
SHOFFNERKALTHOFF MES, INC. HEALTH REIMBURSMENT ARRANGEMENT
Self-funded0 covered·0 carriers

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Other$583K26.3%
Short-term disability$581K26.3%
Long-term disability$581K26.3%
Dental$234K10.6%
Vision$234K10.6%

Carrier overview

2 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
UNITEDHEALTHCARE INSURANCE COMPANY
EIN 362739571
STDLTDOth
$581K71.2%11562
BLUE CROSS OF CALIFORNIA
EIN 620427913
DVOth
$235K28.8%12714

Broker overview

1 broker · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
HIGGINBOTHAM INS AGENCY INCFORT WORTH, TXBLUERE OF TENNESSEE, BLUECROSS BLUESHIELD OF TENNESSEE, INC., UNITEDHEALTCARE INSURANCE COMPANY$116K$0$116K100.0%1

History & trajectory

11 years · all plans
Total premiums
Summed across all plans for this sponsor.
Persons covered
EOY headcount summed across all plans.
Carrier mix
Premium by top carriers, summed across plans.
Broker compensation
Comp by top brokers, summed across plans.

Policy details

Latest year, by plan
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica