Original filing (PDF)20260429091512NAL0017217040001

Legacy Heating & Air

Name: Legacy Heating & Air — Legacy Heating & Air CBIN, Form 5500 (2025)
Creator: Legacy Heating & Air
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Legacy Heating & Air CBIN Benefit Plan

Health & welfare plan · Legacy Heating & Air's Legacy Heating & Air CBIN Benefit Plan filed a Form 5500 for plan year 2025.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

Net assets (EOY)

People on this filing

Brett Hulse signed Legacy Heating & Air's 2025 Form 5500 as plan administrator.

Brett Hulse — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Legacy Heating & Air's EIN is 45-5500252.

EIN 45-5500252

Plan number 501

Plan year 2025

ACK ID 20260429091512NAL0017217040001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Legacy Heating & Air from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Legacy Heating & Air's plan includes health coverage.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for LEGACY HEATING & AIR.

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Plan health score (directional)

Limited public data — directional only

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 35% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

n/a

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Plan sponsor

Name

LEGACY HEATING & AIR

EIN

all filings

Address

4902 ELKHART EAST BLVD · ELKHART, IN · 46514

Phone

(574) 293-8444

Industry

Plumbing, Heating, AC Contractors· Construction

Plan administrator

Name

BRETT HULSE

EIN

83-6614110

City

INDIANAPOLIS, IN

Phone

(317) 264-3110

Plan characteristics

Plan number

501

Plan year

2025

Plan year begin

2025-01-01

Tax period

2025-09-30

Filed

2026-04-29

Welfare benefit codes

4A · Health (other than dental or vision)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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