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Sponsor portfolio

AMSCO AIR MECHANICAL & SERVICE CORPORATION

EIN 59-2158902-construction-Latest filing 2025
Plans
2
Retirement
1
$12.9M assets
Welfare
1
$1.8M premiums
Participants
465
4311 WEST IDA STREET - TAMPA, FL 33614813-875-0782amsco-ac.comLinkedIn51-200 employeesconstruction
Plans on this EIN
2 filings
#001401k-$12.9M - 306 part#501Fully Insured-$1.8M - 403 lives

Benefits portfolio analytics

1 plan / $1.8M premiums / 403 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.6M
  • Prescription drug$908K
  • Other$194K
  • Dental$103K
  • Vision$94K
  • Life$94K
Total $1.8M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
51%top
  • UPMC HEALTH OPTIONS51%
  • BLUE CROSS OF CALIFORNIA37%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA6%
  • METROPOLITAN LIFE INSURANCE COMPANY5%
  • SAFEGUARD HEALTH PLANS, INC., A CALIFORNIA CORPORATION1%
Total $1.8M5 slices

Broker market share

Schedule A broker compensation

Split broker
76%top
  • PHILLIP C. SCHERMERHOM76%
  • ARISTO INSURANCE GROUP LLC10%
  • SHIRLEY B DRAKE4%
  • SUE ELLEN BYERS4%
  • WORKSITE AMERICA LLC2%
  • +3 more
Total $104K8 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

AMSCO (AIR MECHANICAL & SERVICE CORP.) 401(K) PLAN

401k

Assets$12.9M
Participants306
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

AMSCO AIR MECHANICAL & SERVICE CORPORATION WELFARE

Fully Insured - HEALTH OPTIONS, INC.

Premiums$1.8M
Covered lives403
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001AMSCO (AIR MECHANICAL & SERVICE CORP.) 401(K) PLAN401k$12.9M3062024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501AMSCO AIR MECHANICAL & SERVICE CORPORATION WELFAREFully InsuredHEALTH OPTIONS, INC.$1.8M4032025
Retirement plans
Welfare plans
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