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Sponsor portfolioTH

MIDWESTERN MECHANICAL, INC.

EIN 42-1242780-construction-Latest filing 2025
Plans
3
Retirement
2
$16.6M assets
Welfare
1
$410K premiums
Participants
795
4105 NORTH LEWIS AVENUE - SIOUX FALLS, SD 57104605-444-9206LinkedIn51-200 employeesconstruction
Plans on this EIN
3 filings
#001401k-$13.3M - 331 part#002ESOP-$3.3M - 306 part#501Mixed-$410K - 298 lives

Retirement portfolio analytics

2 plans aggregated / $16.6M assets / 637 participants

Assets by plan

Share of aggregate retirement assets

80%top
  • PROFIT SHARING PLAN (#001)80%
  • EMPLOYEE STOCK OWNERSHIP (#002)20%
Total $16.6MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#001)331
  • EMPLOYEE STOCK OWNERSHIP (#002)306
Total 637Click row to drill in

Benefits portfolio analytics

1 plan / $410K premiums / 298 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$410K
  • Life$343K
  • Dental$336K
  • Vision$336K
  • Short-term disability$336K
  • Long-term disability$336K
Total $410K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
82%top
  • PRINCIPAL LIFE INSURANCE COMPANY82%
  • TRANSAMERICA LIFE INSURANCE COMPANY16%
  • TRUSTMARK INSURANCE COMPANY2%
  • HARTFORD LIFE AND ACCIDENT0%
Total $410K4 slices

Broker market share

Schedule A broker compensation

Split broker
65%top
  • HOLMES MURPHY & ASSOCIATES65%
  • GIS BENEFITS INC35%
  • GIS BENEFITS INC DBA BOON CHAPMAN0%
Total $148K3 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

MIDWESTERN MECHANICAL, INC. 401(K) PROFIT SHARING PLAN

401k

Assets$13.3M
Participants331
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

MIDWESTERN MECHANICAL EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$3.3M
Participants306
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

MIDWESTERN MECHANICAL, INC. EMPLOYEE BENEFITS PLAN

Mixed - PRINCIPAL LIFE INSURANCE COMPANY

Premiums$410K
Covered lives298
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001MIDWESTERN MECHANICAL, INC. 401(K) PROFIT SHARING PLAN401k$13.3M3312024
002MIDWESTERN MECHANICAL EMPLOYEE STOCK OWNERSHIP PLANESOP$3.3M3062024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501MIDWESTERN MECHANICAL, INC. EMPLOYEE BENEFITS PLANMixedPRINCIPAL LIFE INSURANCE COMPANY$410K2982025
Retirement plans
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