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Sponsor portfolio

ATLAS MECHANICAL, INC.

EIN 33-0467796-construction-Latest filing 2025
Plans
2
Retirement
1
$7.0M assets
Welfare
1
$1.5M premiums
Participants
452
8260-B B CAMINO SANTA FE - SAN DIEGO, CA 92121858-554-0700atlasmechanical.comLinkedIn51-200 employeesconstruction
Plans on this EIN
2 filings
#002401k-$7.0M - 317 part#505Fully Insured-$1.5M - 217 lives

Benefits portfolio analytics

1 plan / $1.5M premiums / 217 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.4M
  • Prescription drug$1.4M
  • Dental$416K
  • Vision$416K
  • Other$58K
  • Life$23K
  • +2 more
Total $1.5M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
94%top
  • AETNA LIFE INSURANCE COMPANY94%
  • RELIANCE STANDARD LIFE INSURANCE COMPANY3%
  • PRINCIPAL LIFE INSURANCE COMPANY1%
  • STANDARD INSURANCE COMPANY1%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA1%
Total $1.5M5 slices

Broker market share

Schedule A broker compensation

Split broker
81%top
  • C3 RISK & INSURANCE SERVICES81%
  • ENHANCED BENEFITS INSURANCE SOL10%
  • GAMIE, LLC4%
  • B WOOD INSURANCE AGENCY, INC.3%
  • BWOOD INSURANCE2%
Total $71K5 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

ATLAS MECHANICAL, INC. 401(K)/PROFIT SHARING PLAN

401k

Assets$7.0M
Participants317
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#505

ATLAS MECHANICAL, INC. HEALTH AND WELFARE PLAN

Fully Insured - AETNA HEALTH, INC.

Premiums$1.5M
Covered lives217
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002ATLAS MECHANICAL, INC. 401(K)/PROFIT SHARING PLAN401k$7.0M3172024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
505ATLAS MECHANICAL, INC. HEALTH AND WELFARE PLANFully InsuredAETNA HEALTH, INC.$1.5M2172025
Retirement plans
Welfare plans
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