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  2. MICHAEL & SON SERVICES, INC.
Sponsor portfolioTH

MICHAEL & SON SERVICES, INC.

EIN 54-1482298-construction-Latest filing 2025
Plans
4
Retirement
1
$14.7M assets
Welfare
3
$996K premiums
Participants
1,166
5740 GENERAL WASHINGTON DR - ALEXANDRIA, VA 223122407703-658-6024michaelandson.comLinkedIn501-1000 employeesconstruction
Plans on this EIN
4 filings
#001401k-$14.7M - 559 part#503Fully Insured-$517K - 573 lives#501Mixed-$479K - 604 lives#502Self Funded-0 lives

Benefits portfolio analytics

3 plans / $996K premiums / 1,177 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$996K
  • Vision$996K
  • Life$996K
  • Short-term disability$996K
  • Long-term disability$996K
  • Other$996K
Total $996K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Bundled
100%top
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA100%
Total $996K1 slice

Broker market share

Schedule A broker compensation

Split broker
69%top
  • NFP INSURANCE SERVICES INC69%
  • B&H FINANCIAL SERVICES INC31%
Total $158K2 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

MICHAEL & SON SERVICES, INC. 401(K) PLAN

401k

Assets$14.7M
Participants559
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#503

MICHAEL AND SON SERVICES INC WELFARE BENEFIT PLAN

Fully Insured - GUARDIAN

Premiums$517K
Covered lives573
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#501

MICHAEL & SON SERVICES, INC. BENEFIT PLAN

Mixed - GUARDIAN LIFE INSURANCE COMPANY OF AMERICA

Premiums$479K
Covered lives604
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502

MICHAEL AND SON SERVICES INC HEALTH PLAN

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001MICHAEL & SON SERVICES, INC. 401(K) PLAN401k$14.7M5592024

Welfare plans3

Plan #NameFundingCarrierPremiumsCoveredLatest year
503MICHAEL AND SON SERVICES INC WELFARE BENEFIT PLANFully InsuredGUARDIAN$517K5732025
501MICHAEL & SON SERVICES, INC. BENEFIT PLANMixedGUARDIAN LIFE INSURANCE COMPANY OF AMERICA$479K6042025
502MICHAEL AND SON SERVICES INC HEALTH PLANSelf Funded-$002025
Retirement plans
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