Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Stop-loss$367K
- Other$129K
- Health$69K
- Dental$61K
- Vision$61K
- Life$16K
Sponsor portfolio
SOUTHEAST MECHANICAL CONTRACTORS
EIN 65-1153325Latest filing 2025
Plans
2
Retirement
1
$7.0M assets
Welfare
1
$626K premiums
Participants
376
2120 SW 57TH TERRACE - HOLLYWOOD, FL 33023954-965-5860
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $626K premiums / 180 covered livesCarrier market share
Premium dollars by Schedule A carrier
59%top
- SUN LIFE ASSURANCE COMPANY OF CANADA59%
- AFLAC14%
- AETNA LIFE INSURANCE COMPANY11%
- THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA10%
- TRANSAMERICA LIFE INSURANCE COMPANY4%
- +1 more
Broker market share
Schedule A broker compensation
72%top
- BATEMAN GORDON & SANDS72%
- RICHARD ALAN SELIGSON11%
- ROLANDO DARIO RICCIO8%
- EXCELSIOR BENEFITS LLC2%
- GIS BENEFITS INC2%
- +3 more
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
SOUTHEAST MECHANICAL CONTRACTORS 401(K) PLAN
401k
Assets$7.0M
Participants202
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
SOUTHEAST MECHANICAL CONTRACTORS, LLC WRAP PLAN
Fully Insured - SUN LIFE ASSURANCE COMPANY OF CANADA
Premiums$626K
Covered lives180
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | SOUTHEAST MECHANICAL CONTRACTORS 401(K) PLAN | 401k | $7.0M | 202 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | SOUTHEAST MECHANICAL CONTRACTORS, LLC WRAP PLAN | Fully Insured | SUN LIFE ASSURANCE COMPANY OF CANADA | $626K | 180 | 2025 |
Retirement plans
Welfare plans