Form 5500 · Employee benefit plan · PHOENIX, AZ
CLIMATEC, LLC
Public Form 5500 records show how CLIMATEC, LLC (PHOENIX, AZ) structures its employee benefits. Its broker of record is WILLIS TOWERS WATSON INS SVCS WEST. Coverage is written through UNITED OF OMAHA LIFE INSURANCE COMPANY and 2 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 86-0945853 · plan 501 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| UNITED OF OMAHA LIFE INSURANCE COMPANY | Life, Disability | 1,257 | December | $91,637 |
| FIDELITY SECURITY LIFE INSURANCE COMPANY | Vision | 1,741 | December | $10,322 |
| KAISER FOUNDATION HEALTH PLAN, INC. | Health | 158 | December | $0 |
Questions
Who is CLIMATEC, LLC's benefits broker?
Per its most recent Form 5500 Schedule A, CLIMATEC, LLC's broker of record is WILLIS TOWERS WATSON INS SVCS WEST.
What insurance carrier does CLIMATEC, LLC use?
CLIMATEC, LLC's benefit plan is written through UNITED OF OMAHA LIFE INSURANCE COMPANY, among 3 disclosed carriers.
When does CLIMATEC, LLC's group plan renew?
The most recent Schedule A policy period for CLIMATEC, LLC ended in December. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from CLIMATEC, LLC's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.