Tulsa HVAC Company – Payroll Tax Savings Case Study


Company Overview

A multi-crew HVAC contractor supporting residential and commercial clients across the Tulsa metro. Scaling headcount to meet demand caused payroll taxes to become a major drag on net operating margin.

The Challenge

The CFO needed to:

The company had budget pressure — not benefit adoption issues. They were already spending on employees; WIMPER helped them spend smarter.

The Solution

By adopting WIMPER, the company restructured a portion of existing employee medical expenses into an IRS Section 105–compliant reimbursement format.

No reduction in take-home pay.
Fully Funded Wellness and Preventative Program.
Fully Funded Supplemental Health Benefits.

Just structural payroll tax efficiency.

Financial Impact

Metric Value
Full-Time Eligible Employees 652
Annual Employer FICA Savings $730,240
Average Savings Per Employee $1,120 per year
Payroll Efficiency ROI 7.65%
Implementation Timeline 30–60 days

“When margins are tight, every dollar matters. WIMPER freed up capital we can reinvest into the business.”
— CFO, Tulsa HVAC Company

Why It Works

WIMPER helps service-based employers stay competitive without increasing budget.

Compliance & Disclaimer

Results shown are based on real implementations of WIMPER for eligible employers. Actual savings were achieved under IRS Section 105–compliant plan design and third-party administration. Outcomes for future clients will depend on eligibility, plan participation, and ongoing compliance requirements.

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Regulatory References

This strategy relies on IRC Sections 105, 125, and 213(d).