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Sponsor portfolioTH

UNITED MECHANICAL CORPORATION

EIN 56-1175715-mechanical or industrial engineering-Latest filing 2025
Plans
2
Retirement
1
$5.5M assets
Welfare
1
$245K premiums
Participants
151
2811 CENTRAL AVENUE - CHARLOTTE, NC 28205704-374-1857unitedhvac.comLinkedIn51-200 employeesmechanical or industrial engineering
Plans on this EIN
2 filings
#001401k-$5.5M - 78 part#501Mixed-$245K - 73 lives

Benefits portfolio analytics

1 plan / $245K premiums / 73 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$687K
  • Other$76K
  • Short-term disability$28K
  • Vision$4K
  • Life$3K
Total $795K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
86%top
  • UNITEDHEALTHCARE INSURANCE COMPANY86%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY13%
  • VISION SERVICE PLAN0%
Total $795K3 slices

Broker market share

Schedule A broker compensation

Split broker
55%top
  • IMA, INC.55%
  • ECM BENEFITS LLC45%
Total $28K2 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

UNITED MECHANICAL CORPORATION 401(K) PROFIT SHARING PLAN

401k

Assets$5.5M
Participants78
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

UNITED MECHANICAL CORPORATION EMPLOYEE BENEFIT PLAN

Mixed - OPTUM HEALTH (UNIMERICA INSURANCE COMPANY)

Premiums$245K
Covered lives73
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001UNITED MECHANICAL CORPORATION 401(K) PROFIT SHARING PLAN401k$5.5M782025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501UNITED MECHANICAL CORPORATION EMPLOYEE BENEFIT PLANMixedOPTUM HEALTH (UNIMERICA INSURANCE COMPANY)$245K732025
Retirement plans
Welfare plans
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