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Sponsor portfolioWelfare / HealthEIN 86-0945853
CLIMATEC, LLC
2851 WEST KATHLEEN ROAD · PHOENIX, AZ 85053
6029064125
- Plans filed
- 1
- Years active
- 2015–2025
- Industry
- NAICS 42
- Latest filing
- 2025
Total premiums (latest)
$1.5M
No prior year
Persons covered
1,741
No prior year
Total participants
1,270
No prior year
Plans filed
1
No prior year
Plans under this sponsor
1 plan
Coverage overview
Aggregate, latest year
| Benefit type | Premium | Share | Distribution |
|---|---|---|---|
| Health | $807K | 19.4% | |
| Prescription drug | $807K | 19.4% | |
| Life | $611K | 14.7% | |
| Short-term disability | $611K | 14.7% | |
| Long-term disability | $611K | 14.7% | |
| Other | $611K | 14.7% | |
| Vision | $103K | 2.5% |
Carrier overview
3 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 941340523 | HRx | $807K | 53.1% | 1 | 1 | 158 |
EIN 470322111 | LSTDLTDOth | $611K | 40.2% | 1 | 1 | 1,257 |
EIN 430949844 | V | $103K | 6.8% | 1 | 1 | 1,741 |
Broker overview
1 broker · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| WILLIS TOWERS WATSON US LLC | PHOENIX, AZ | FIDELITY SECURITY LIFE INSURANCE COMPANY, UNITED OF OMAHA LIFE INSURANCE COMPANY | $102K | $15K | $117K | 100.0% | 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