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Sponsor portfolio

AMERICAN MECHANICAL SERVICES

EIN 20-5081488-Latest filing 2025
Plans
3
Retirement
2
$149.9M assets
Welfare
1
$1.7M premiums
Participants
1,058
13300 MID ATLANTIC BLVD - LAUREL, MD 20708301-206-5070
Plans on this EIN
3 filings
#002ESOP-$119.5M - 299 part#001401k-$30.4M - 482 part#503Mixed-$1.7M - 399 lives

Retirement portfolio analytics

2 plans aggregated / $149.9M assets / 781 participants

Assets by plan

Share of aggregate retirement assets

80%top
  • EMPLOYEE STOCK OWNERSHIP (#002)80%
  • AMS 401(K) (#001)20%
Total $149.9MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • AMS 401(K) (#001)482
  • EMPLOYEE STOCK OWNERSHIP (#002)299
Total 781Click row to drill in

Benefits portfolio analytics

1 plan / $1.7M premiums / 399 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.3M
  • Dental$159K
  • Long-term disability$76K
  • Other$63K
  • Life$55K
  • Vision$22K
Total $1.7M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
78%top
  • KAISER FOUNDATION HEALTH PLAN INC78%
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY11%
  • METROPOLITAN LIFE INSURANCE COMPANY9%
  • AETNA LIFE INSURANCE COMPANY1%
Total $1.7M4 slices

Broker market share

Schedule A broker compensation

Split broker
41%top
  • NFP INSURANCE SERVICES INC41%
  • JAMES R NELLIGAN & ASSOCIATES LLC37%
  • TOTALIS BENEFITS22%
Total $23K3 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

AMERICAN MECHANICAL HOLDINGS EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$119.5M
Participants299
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

AMS 401(K) PLAN

401k

Assets$30.4M
Participants482
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#503

AMERICAN MECHANICAL SERVICES WELFARE BENEFIT PLAN

Mixed - KAISER FOUNDATION HEALTH PLAN INC

Premiums$1.7M
Covered lives399
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002AMERICAN MECHANICAL HOLDINGS EMPLOYEE STOCK OWNERSHIP PLANESOP$119.5M2992024
001AMS 401(K) PLAN401k$30.4M4822024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
503AMERICAN MECHANICAL SERVICES WELFARE BENEFIT PLANMixedKAISER FOUNDATION HEALTH PLAN INC$1.7M3992025
Retirement plans
Welfare plans
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