Plan #	Name	Funding	Carrier	Premiums	Covered	Latest year
501	SOUTHEAST MECHANICAL SYSTEMS, INC.	Fully Insured	HUMANA MEDICAL PLAN, INC.	$982K	179	2024
502	SOUTHEAST MECHANICAL SYSTEMS, INC.	Fully Insured	CIGNA HEALTH AND LIFE INSURANCE COMPANY	$473K	180	2025

Retirement plans

Welfare plans

Sponsor portfolio

SOUTHEAST MECHANICAL SYSTEMS, INC

EIN 05-0554916ConstructionLatest filing 2025

Plans

Retirement

$3.4M assets

Welfare

$1.5M premiums

Participants

552

710 HAINES STREET - JACKSONVILLE, FL 32202904-262-1066LinkedIn11-50 employees

Plans on this EIN

3 filings

#001401k-$3.4M - 190 part #501Fully Insured-$982K - 179 lives #502Fully Insured-$473K - 180 lives

Benefits portfolio analytics

2 plans / $1.5M premiums / 359 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

Health$312K
Dental$161K
Vision$161K
Life$161K
Short-term disability$161K
Long-term disability$161K
+1 more

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor

66%top

CIGNA HEALTH AND LIFE INSURANCE COMPANY66%
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA34%

Broker market share

Schedule A broker compensation

Single broker

100%top

BROWN & BROWN INSURANCE SERVICES100%

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.

Retirement#001

SUNSHINE STATE PLUMBING 401(K) PLAN

401k

Assets$3.4M

Participants190

Inside the deep dive

Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers

Open plan deep dive

Welfare#501