PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. APPLIED MECHANICAL SYSTEMS, INC.
Sponsor portfolioTH

APPLIED MECHANICAL SYSTEMS, INC.

EIN 31-0846401-construction-Latest filing 2025
Plans
2
Retirement
1
$19.8M assets
Welfare
1
$618K premiums
Participants
405
5598 WOLFCREEK PIKE - DAYTON, OH 45426937-854-3073appliedmechanicalsys.comLinkedIn51-200 employeesconstruction
Plans on this EIN
2 filings
#001401k-$19.8M - 227 part#501Mixed-$618K - 189 lives

Benefits portfolio analytics

1 plan / $618K premiums / 189 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Prescription drug$444K
  • Dental$87K
  • Other$78K
  • Life$74K
  • Short-term disability$74K
  • Long-term disability$74K
  • +1 more
Total $618K7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
72%top
  • RXBENEFITS, INC.72%
  • SUPERIOR DENTAL CARE14%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY12%
  • EYEMED VISION CARE1%
  • UNITEDHEALTHCARE INSURANCE COMPANY1%
Total $618K5 slices

Broker market share

Schedule A broker compensation

Split broker
95%top
  • MARSH & MCLENNAN AGENCY LLC95%
  • WATCHTOWER BENEFITS, LLC4%
  • THREEFLOW1%
Total $27K3 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

APPLIED MECHANICAL SYSTEMS, INC. 401(K) PROFIT SHARING PLAN

401k

Assets$19.8M
Participants227
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

EMPLOYEE HEALTH & WELFARE BENEFIT PLAN

Mixed - RXBENEFITS

Premiums$618K
Covered lives189
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001APPLIED MECHANICAL SYSTEMS, INC. 401(K) PROFIT SHARING PLAN401k$19.8M2272024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501EMPLOYEE HEALTH & WELFARE BENEFIT PLANMixedRXBENEFITS$618K1892025
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica