Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$863K
- Prescription drug$863K
- Dental$224K
- Vision$224K
- Life$224K
- Long-term disability$224K
- +1 more
Sponsor portfolio
CALIFORNIA UNITED MECHANICAL, INC.
EIN 54-2095461constructionLatest filing 2025
Plans
2
Retirement
1
$17.1M assets
Welfare
1
$1.1M premiums
Participants
300
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $1.1M premiums / 141 covered livesCarrier market share
Premium dollars by Schedule A carrier
79%top
- KAISER FOUNDATION HEALTH PLAN INC79%
- THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA21%
Broker market share
Schedule A broker compensation
100%top
- ADVOCATE, INC.100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
UMI 401(K) PLAN
401k
Assets$17.1M
Participants173
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
UNITED MECHANICAL, INC. WELFARE BENEFITS PLAN
Fully Insured - KAISER FOUNDATION HEALTH PLAN, INC.
Premiums$1.1M
Covered lives141
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | UMI 401(K) PLAN | 401k | $17.1M | 173 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | UNITED MECHANICAL, INC. WELFARE BENEFITS PLAN | Fully Insured | KAISER FOUNDATION HEALTH PLAN, INC. | $1.1M | 141 | 2025 |
Retirement plans
Welfare plans