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Sponsor portfolioTH

LEE MECHANICAL CONTRACTORS, INC.

EIN 43-1367249-construction-Latest filing 2025
Plans
2
Retirement
1
$10.8M assets
Welfare
1
$135K premiums
Participants
624
508 PARKWAY DRIVE, P.O. BOX 663 - PARK HILLS, MO 63601573-431-6628leemechanical.comLinkedIn201-500 employeesconstruction
Plans on this EIN
2 filings
#001401k-$10.8M - 386 part#502Mixed-$135K - 373 lives

Benefits portfolio analytics

1 plan / $135K premiums / 373 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$107K
  • Vision$20K
  • Life$8K
  • Other$8K
Total $135K4 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
79%top
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA79%
  • EYEMED VISION CARE15%
  • UNITEDHEALTHCARE INSURANCE COMPANY6%
Total $135K3 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • USI INSURANCE SERVICES LLC100%
Total $15K1 slice

Plan deep-dives

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

LEE MECHANICAL CONTRACTORS, INC. 401(K) SALARY REDUCTION PLAN AND TRUST

401k

Assets$10.8M
Participants386
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

LEE MECHANICAL WELFARE PLAN

Mixed - THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA

Premiums$135K
Covered lives373
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001LEE MECHANICAL CONTRACTORS, INC. 401(K) SALARY REDUCTION PLAN AND TRUST401k$10.8M3862025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
502LEE MECHANICAL WELFARE PLANMixedTHE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA$135K3732025
Retirement plans
Welfare plans
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