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Sponsor portfolioWelfare / HealthEIN 81-0422466

WILLIAMS PLUMBING AND HEATING INC

2133 INDUSTRIAL DRIVE · BOZEMAN, MT 597710010
4065870969
Plans filed
4
Years active
2015–2025
Industry
NAICS 23
Latest filing
2025
Total premiums (latest)
$414K
No prior year
Persons covered
524
No prior year
Total participants
325
No prior year
Plans filed
4
No prior year

Plans under this sponsor

4 plans
Plan #501$414K
WILLIAMS PLUMBING & HEATING INC HEALTH AND WELFARE BENEFIT PLAN
Mixed524 covered·3 carriers
Primary: PRINCIPAL LIFE INSURANCE COMPANY
Plan #502$0
WILLIAMS PLUMBING AND HEATING INC. GROUP HEALTH PLAN
Self-funded0 covered·0 carriers
Plan #503$0
WILLIAMS PLUMBING AND HEATING INC. GROUP LIFE PLAN
Fully insured0 covered·1 carrier
Primary: SUN LIFE ASSURANCE COMPANY OF CANADA
Plan #504$0
WILLIAMS PLUMBING AND HEATING INC. GROUP DENTAL AND VISION PLAN
Fully insured0 covered·2 carriers
Primary: SUN LIFE ASSURANCE COMPANY OF CANADA

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Dental$214K19.7%
Vision$214K19.7%
Other$200K18.4%
Life$153K14.1%
Short-term disability$153K14.1%
Long-term disability$153K14.1%

Carrier overview

3 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
PRINCIPAL LIFE INSURANCE COMPANY
EIN 420127290
DV
$214K51.7%11524
SUN LIFE ASSURANCE COMPANY OF CANADA
EIN 381082080
LSTDLTDOth
$153K37.0%11325
HCC LIFE INSURANCE COMPANY
EIN 351817054
Oth
$47K11.3%11269

Broker overview

2 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
HYLANT GROUP INCTOLEDO, OHPRINCIPAL LIFE INSURANCE COMPANY, SUN LIFE ASSURANCE COMPANY OF CANADA, HCC LIFE INSURANCE COMPANY$46K$708$46K73.6%1
CENTRO BENEFITS RESEARCH LLCATLANTA, GAPRINCIPAL LIFE INSURANCE COMPANY, SUN LIFE ASSURANCE COMPANY OF CANADA$0$17K$17K26.4%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
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