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Sponsor portfolio

MECHWORKS MECHANICAL CONTRACTORS INC

EIN 56-2030773-construction-Latest filing 2025
Plans
3
Retirement
2
$16.5M assets
Welfare
1
$168K premiums
Participants
308
P O BOX 1168 - MOREHEAD CITY, NC 28557252-504-3201mechworksinc.comLinkedIn51-200 employeesconstruction
Plans on this EIN
3 filings
#002ESOP-$11.7M - 98 part#001401k-$4.8M - 113 part#503Mixed-$168K - 97 lives

Retirement portfolio analytics

2 plans aggregated / $16.5M assets / 211 participants

Assets by plan

Share of aggregate retirement assets

71%top
  • EMPLOYEE STOCK OWNERSHIP (#002)71%
  • MECHWORKS 401(K) (#001)29%
Total $16.5MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • MECHWORKS 401(K) (#001)113
  • EMPLOYEE STOCK OWNERSHIP (#002)98
Total 211Click row to drill in

Benefits portfolio analytics

1 plan / $168K premiums / 97 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$168K
  • Vision$168K
  • Life$168K
  • Short-term disability$168K
  • Long-term disability$168K
  • Other$168K
Total $168K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Bundled
100%top
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA100%
Total $168K1 slice

Broker market share

Schedule A broker compensation

Split broker
70%top
  • MARSH & MCLENNAN AGENCY LLC70%
  • UNITED PRODUCERS GROUP LLC30%
Total $31K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

MECHWORKS MECHANICAL CONTRACTORS INC EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$11.7M
Participants98
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

MECHWORKS 401(K) PLAN

401k

Assets$4.8M
Participants113
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#503

MECHWORKS MECHANICAL CONTRACTORS HEALTH AND WELFARE PLAN

Mixed - GUARDIAN

Premiums$168K
Covered lives97
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002MECHWORKS MECHANICAL CONTRACTORS INC EMPLOYEE STOCK OWNERSHIP PLANESOP$11.7M982024
001MECHWORKS 401(K) PLAN401k$4.8M1132025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
503MECHWORKS MECHANICAL CONTRACTORS HEALTH AND WELFARE PLANMixedGUARDIAN$168K972025
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