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Sponsor portfolio

ALLIED MECHANICAL SERVICES, INC.

EIN 38-2606103-mechanical or industrial engineering-Latest filing 2025
Plans
2
Retirement
1
$54.0M assets
Welfare
1
$2.9M premiums
Participants
528
5688 EAST ML AVENUE A - KALAMAZOO, MI 49048269-978-4112alliedmechanical.comLinkedIn201-500 employeesmechanical or industrial engineering
Plans on this EIN
2 filings
#001401k-$54.0M - 269 part#501Mixed-$2.9M - 553 lives

Benefits portfolio analytics

1 plan / $2.9M premiums / 553 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.5M
  • Prescription drug$2.5M
  • Life$162K
  • Long-term disability$162K
  • Other$162K
  • Dental$144K
  • +1 more
Total $2.9M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
88%top
  • PRIORITY HEALTH88%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY6%
  • BLUE CROSS OF CALIFORNIA5%
  • EYEMED VISION CARE1%
Total $2.9M4 slices

Broker market share

Schedule A broker compensation

Split broker
70%top
  • DEBRA VANSWEDEN70%
  • TRICOAST ADVISORS LLC22%
  • MICHELLE R. STOUFFER8%
Total $100K3 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

ALLIED MECHANICAL SERVICES, INC. PROFIT SHARING AND RETIREMENT SAVINGS PLAN

401k

Assets$54.0M
Participants269
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

ALLIED MECHANICAL HEALTH AND WELFARE PLAN

Mixed - PRIORITY HEALTH

Premiums$2.9M
Covered lives553
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001ALLIED MECHANICAL SERVICES, INC. PROFIT SHARING AND RETIREMENT SAVINGS PLAN401k$54.0M2692024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501ALLIED MECHANICAL HEALTH AND WELFARE PLANMixedPRIORITY HEALTH$2.9M5532025
Retirement plans
Welfare plans
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