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Sponsor portfolioTH

MECHANICAL SYSTEMS COMPANY, LLC

EIN 20-8844397-construction-Latest filing 2025
Plans
2
Retirement
1
$6.5M assets
Welfare
1
$141K premiums
Participants
314
3965 OLD GETWELL ROAD - MEMPHIS, TN 38118msystemscompany.comLinkedIn51-200 employeesconstruction
Plans on this EIN
2 filings
#001401k-$6.5M - 138 part#501Mixed-$141K - 129 lives

Benefits portfolio analytics

1 plan / $141K premiums / 129 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$141K
  • Other$141K
  • Vision$114K
  • Short-term disability$114K
  • Long-term disability$114K
Total $141K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
81%top
  • SUN LIFE ASSURANCE COMPANY OF CANADA81%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA19%
Total $141K2 slices

Broker market share

Schedule A broker compensation

Split broker
86%top
  • JAS D COLLIER & CO86%
  • JOHN R JOHN5%
  • USI INSURANCE SERVICES LLC3%
  • RACHEL WINGFIELD3%
  • JAMES D. COLLIER & COMPANY2%
  • +3 more
Total $13K8 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

MECHANICAL SYSTEMS COMPANY, LLC 401(K) PS PLAN

401k

Assets$6.5M
Participants138
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

MECHANICAL SYSTEMS COMPANY, LLC WELFARE BENEFITS PLAN

Mixed - SUN LIFE ASSURANCE COMPANY OF CANADA

Premiums$141K
Covered lives129
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001MECHANICAL SYSTEMS COMPANY, LLC 401(K) PS PLAN401k$6.5M1382024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501MECHANICAL SYSTEMS COMPANY, LLC WELFARE BENEFITS PLANMixedSUN LIFE ASSURANCE COMPANY OF CANADA$141K1292025
Retirement plans
Welfare plans
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