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  2. United Mechanical, Inc.
  • Benefits analytics
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  • Retirement plans
  • Health & Benefits plans

Filings through Oct 24, 2026.

United Mechanical, Inc.

EIN 54-2095461-construction-Latest filing 2025
Plans
2
Retirement
1
$21.1M assets
Health & Benefits
1
$1.1M premiums
Participants
313
2185 OAKLAND ROAD - SAN JOSE, CA 95131408-315-3328umi1.comLinkedIn201-500 employeesconstruction
Plans on this EIN
2 filings
#001401(k)-$21.1M - 186 part#501Fully insured-$1.1M - 141 lives

Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.

Benefits portfolio analytics

1 plan / $1.1M premiums / 141 covered lives

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
Total $1.1M7 rows
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Plan summaries

Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.

Retirement#001

UMI 401(K) PLAN

401(k)

Assets$21.1M
Participants186
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501

UNITED MECHANICAL, INC. WELFARE BENEFITS PLAN

Fully insured - KAISER FOUNDATION HEALTH PLAN, INC.

Premiums$1.1M
Covered lives141
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001UMI 401(K) PLAN401(k)$21.1M1862025
  • UMI 401(K) PLAN$21.1M
    #001 · 401(k) · 2025186

Health & Benefits plans

1 plan on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#501UNITED MECHANICAL, INC. WELFARE BENEFITS PLANFully insuredKAISER FOUNDATION HEALTH PLAN, INC.$1.1M1412025
  • UNITED MECHANICAL, INC. WELFARE BENEFITS PLAN$1.1M
    #501 · Fully insured · KAISER FOUNDATION HEALTH PLAN, INC. · 2025141
Retirement plans
Health & Benefits plans

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  2. Plan summaries
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