Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Life$137K
- Short-term disability$137K
- Long-term disability$137K
- Other$137K
- Dental$60K
Sponsor portfolio
VERMONT MECHANICAL, INC.
EIN 03-0313242constructionLatest filing 2025
Plans
2
Retirement
1
$9.2M assets
Welfare
1
$197K premiums
Participants
282
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $197K premiums / 176 covered livesCarrier market share
Premium dollars by Schedule A carrier
70%top
- STANDARD INSURANCE COMPANY70%
- DELTA DENTAL OF CALIFORNIA30%
Broker market share
Schedule A broker compensation
61%top
- THE RICHARDS GROUP61%
- COMBINED SERVICES LLC39%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
VERMONT MECHANICAL, INC. 401(K) PLAN AND TRUST
401k
Assets$9.2M
Participants155
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#520
VERMONT MECHANICAL, INC HEALTH & WELFARE BENEFIT PLAN
Mixed - STANDARD INSURANCE COMPANY
Premiums$197K
Covered lives176
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | VERMONT MECHANICAL, INC. 401(K) PLAN AND TRUST | 401k | $9.2M | 155 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 520 | VERMONT MECHANICAL, INC HEALTH & WELFARE BENEFIT PLAN | Mixed | STANDARD INSURANCE COMPANY | $197K | 176 | 2025 |
Retirement plans
Welfare plans