Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Life$198K
- Health$143K
- Dental$143K
- Vision$143K
- Long-term disability$55K
Sponsor portfolio
MECHANICAL CONTRACTORS, LLC
EIN 56-0513402Latest filing 2025
Plans
2
Retirement
1
$21.8M assets
Welfare
1
$198K premiums
Participants
461
PO BOX 562357 - CHARLOTTE, NC 28256704-372-2460
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $198K premiums / 223 covered livesCarrier market share
Premium dollars by Schedule A carrier
72%top
- SUN LIFE ASSURANCE COMPANY OF CANADA72%
- EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA28%
Broker market share
Schedule A broker compensation
84%top
- NFP INSURANCE SERVICES INC84%
- MOSAIC GROUP SERVICES16%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
MECHANICAL CONTRACTORS, LLC 401(K) PLAN
401k
Assets$21.8M
Participants237
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
MECHANICAL CONTRACTORS HEALTH & WELFARE PLAN
Fully Insured - SUN LIFE ASSURANCE COMPANY OF CANADA
Premiums$198K
Covered lives223
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | MECHANICAL CONTRACTORS, LLC 401(K) PLAN | 401k | $21.8M | 237 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | MECHANICAL CONTRACTORS HEALTH & WELFARE PLAN | Fully Insured | SUN LIFE ASSURANCE COMPANY OF CANADA | $198K | 223 | 2025 |
Retirement plans
Welfare plans