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Sponsor portfolio

SILICON VALLEY MECHANICAL, INC.

EIN 46-4540945-Construction-Latest filing 2025
Plans
3
Retirement
2
$33.3M assets
Welfare
1
$1.1M premiums
Participants
479
2115 RINGWOOD AVENUE - SAN JOSE, CA 95131408-943-0380
Plans on this EIN
3 filings
#001401k-$26.4M - 192 part#002CashBalance-$6.9M - 146 part#501Fully Insured-$1.1M - 285 lives

Retirement portfolio analytics

2 plans aggregated / $33.3M assets / 338 participants

Assets by plan

Share of aggregate retirement assets

79%top
  • MECHANICAL, INC. 401(K) (#001)79%
  • CASH BALANCE PLAN (#002)21%
Total $33.3MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • MECHANICAL, INC. 401(K) (#001)192
  • CASH BALANCE PLAN (#002)146
Total 338Click row to drill in

Benefits portfolio analytics

1 plan / $1.1M premiums / 285 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$843K
  • Dental$184K
  • Other$52K
  • Long-term disability$22K
  • Vision$21K
  • Life$19K
Total $1.1M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
75%top
  • KAISER FOUNDATION HEALTH PLAN INC75%
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY16%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA6%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA2%
  • METROPOLITAN LIFE INSURANCE COMPANY1%
Total $1.1M5 slices

Broker market share

Schedule A broker compensation

Split broker
54%top
  • FILICE INSURANCE AGENCY54%
  • ACRISURE LLC42%
  • MICHAEL EDWARD CHAVEZ3%
  • GIS NATIONAL1%
  • BOON CHAPMAN BENEFIT ADMINISTRATORS1%
Total $78K5 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

SILICON VALLEY MECHANICAL, INC. 401(K) PLAN

401k

Assets$26.4M
Participants192
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

SILICON VALLEY MECHANICAL CASH BALANCE PLAN

CashBalance

Assets$6.9M
Participants146
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

SILICON VALLEY MECHANICAL INC HEALTH AND WELFARE PLAN

Fully Insured - KAISER FOUNDATION HEALTH PLAN INC

Premiums$1.1M
Covered lives285
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001SILICON VALLEY MECHANICAL, INC. 401(K) PLAN401k$26.4M1922025
002SILICON VALLEY MECHANICAL CASH BALANCE PLANCashBalance$6.9M1462025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501SILICON VALLEY MECHANICAL INC HEALTH AND WELFARE PLANFully InsuredKAISER FOUNDATION HEALTH PLAN INC$1.1M2852025
Retirement plans
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