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Sponsor portfolio

MECHANICAL SYSTEMS & SERVICES

EIN 56-1973119-construction-Latest filing 2024
Plans
2
Retirement
1
$33.9M assets
Welfare
1
$1.1M premiums
Participants
1,503
11524 WILMAR BLVD - CHARLOTTE, NC 28273704-372-4344LinkedIn11-50 employeesconstruction
Plans on this EIN
2 filings
#001401k-$33.9M - 797 part#501Mixed-$1.1M - 1,297 lives

Benefits portfolio analytics

1 plan / $1.1M premiums / 1,297 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$665K
  • Short-term disability$665K
  • Other$665K
  • Long-term disability$540K
  • Dental$404K
  • Vision$53K
Total $1.1M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
59%top
  • UNUM LIFE INSURANCE COMPANY OF AMERICA59%
  • METROPOLITAN LIFE INSURANCE COMPANY36%
  • COMMUNITY EYE CARE5%
Total $1.1M3 slices

Broker market share

Schedule A broker compensation

Split broker
56%top
  • INSYNC BENEFITS INC56%
  • USI INSURANCE SERVICES LLC43%
  • Z3 ENTERPRISES INC0%
  • MARK PAGE0%
  • CEDORA B LEVINER0%
  • +2 more
Total $52K7 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

MECHANICAL SYSTEMS & SERVICES, INC. RETIREMENT SAVINGS PLAN

401k

Assets$33.9M
Participants797
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

MECHANICAL SYSTEMS & SERVICES, INC. HEALTH AND WELFARE PLAN

Mixed - UNUM LIFE INSURANCE COMPANY OF AMERICA

Premiums$1.1M
Covered lives1,297
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001MECHANICAL SYSTEMS & SERVICES, INC. RETIREMENT SAVINGS PLAN401k$33.9M7972024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501MECHANICAL SYSTEMS & SERVICES, INC. HEALTH AND WELFARE PLANMixedUNUM LIFE INSURANCE COMPANY OF AMERICA$1.1M1,2972024
Retirement plans
Welfare plans
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