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Form 5500 · Retirement plan · OCOEE, FL

HEICHEL PLUMBING INC.

The filing calls this plan HEICHEL PLUMBING INC. 401K PLAN.

HEICHEL PLUMBING INC. of OCOEE, FL's retirement plan holds 2 insurance-company contracts (annuities or guaranteed-interest accounts), disclosed on Schedule A of its Form 5500. These are investment and funding contracts, not group health or welfare coverage. No medical, dental or life benefit is reported on this filing.

Agent of record (Schedule A)
Contract year ends
Decemberas filed for plan year 2024

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 99-3635918 · plan 001 · plan year 2024, filed Oct 15, 2025

Participants at the start of the year
139
Contracts on file
2
Contract value
$1,583
Plan year end
December

Plan brief

Schedule A lists 2 insurance contracts held by the plan — annuities, guaranteed-interest accounts or similar funding vehicles. The largest number are with JOHN HANCOCK LIFE INSURANCE COMPANY.

The contracts held $1,583 at the end of the plan year, as reported on Schedule A.

$20,854 in agent commissions is disclosed across the contracts; EQUITABLE ADVISORS, LLC is the agent of record.

A Schedule A is filed for a retirement plan when plan assets sit in an insurance company contract. It reports the contract's balances and any agent commission. It does not report a health, dental or life premium, and it does not give a group renewal date.

The contract year ended in December.

Schedule A insurance contracts

CarrierContract typeCoveredYear endsContract valueCommission
JOHN HANCOCK LIFE INSURANCE COMPANYAnnuity / GIC0December—$20,854
AMERICAN UNITED LIFE INSURANCE COMPANYAnnuity / GIC110December$1,583$0

Covered = persons covered at policy year end, as filed on Schedule A for that policy — often certificates or one class, not the whole plan. Premium = the filing’s own premium/charges figure; “—” means not credibly reported.

See the filing at the Department of Labor

Administrator and service providers

Plan administrator on the filing
HEICHEL PLUMBING INC.
EIN 99-3635918
JOHN HANCOCK LIFE INSURANCE COMPANY
Recordkeeping and information management · EIN 01-0233346
$2,576
paid directly by the plan
AMERICAN UNITED LIFE INSURANCE CO
Recordkeeping and information management · EIN 35-0145825
$0
paid directly by the plan
WILSHIRE ASSOCIATES INC.
RIA · EIN 95-2755361
$383
paid directly by the plan

The plan administrator is from line 3a of the main form. The service providers are named on Schedule C of this filing. We publish company names only.

Reported to OSHA

Reported to OSHA for 2025: 203 employees, 6 recordable cases, 77 days away from work.

EmployeesThe company's own average for the year
203
Hours worked
421,113
Recordable cases
6
Days away from work
77

Source: OSHA Injury Tracking Application establishment data, 2025.

What the plan holds

Plan assets at year end
$2,377,383
Paid out in benefits
$421,076
Participants at the start of the year
139
Participants with account balances
110

Sourced from U.S. DOL EFAST2 Form 5500 · Schedule H

Who runs the plan

RecordkeeperEIN 01-0233346
JOHN HANCOCK LIFE INSURANCE COMPANY
Independent accountantEIN 38-3635706
REHMANN ROBSON LLC
Accountant's opinion (Schedule H, line 3a)
Unmodified

The recordkeeper and the accountant are named on Schedule C of this filing. The opinion and the fee are from Schedule H.

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