PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. AMERICAN MECHANICAL CONTRACTORS INC
Sponsor portfolio

AMERICAN MECHANICAL CONTRACTORS INC

EIN 62-1088167-individual & family services-Latest filing 2025
Plans
2
Retirement
1
$11.5M assets
Welfare
1
$40K premiums
Participants
218
5172 SULLIVAN GARDENS PARKWAY - KINGSPORT, TN 37660423-349-7011americanmech.comLinkedIn51-200 employeesindividual & family services
Plans on this EIN
2 filings
#001401k-$11.5M - 119 part#501Fully Insured-$40K - 98 lives

Benefits portfolio analytics

1 plan / $40K premiums / 98 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Short-term disability$32K
  • Life$8K
  • Other$8K
Total $40K3 rows

Carrier market share

Premium dollars by Schedule A carrier

Bundled
100%top
  • USABLE LIFE100%
Total $40K1 slice

Broker market share

Schedule A broker compensation

Split broker
50%top
  • CBIZ BENEFITS & INSURANCE SERVICES50%
  • GROUP INSURANCE SERVICES INC32%
  • DUKE INGRAM FINANCIAL SERVICES18%
Total $9K3 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

AMERICAN MECHANICAL CONTRACTORS, INC PROFIT SHARING PLAN

401k

Assets$11.5M
Participants119
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

AMERICAN MECHANICAL CONTRACTORS, INC. LIFE AND STD PLAN

Fully Insured - USABLE LIFE

Premiums$40K
Covered lives98
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001AMERICAN MECHANICAL CONTRACTORS, INC PROFIT SHARING PLAN401k$11.5M1192025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501AMERICAN MECHANICAL CONTRACTORS, INC. LIFE AND STD PLANFully InsuredUSABLE LIFE$40K982025
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica