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Sponsor portfolioTH

MCCORVEY SHEET METAL WORKS, LP

EIN 74-1363754-construction-Latest filing 2025
Plans
2
Retirement
1
$45.2M assets
Welfare
1
$9.3M premiums
Participants
2,739
8610 WALLISVILLE RD - HOUSTON, TX 77029713-672-7545mccorvey.comLinkedIn501-1000 employeesconstruction
Plans on this EIN
2 filings
#002401k-$45.2M - 1,599 part#501Fully Insured-$9.3M - 1,617 lives

Benefits portfolio analytics

1 plan / $9.3M premiums / 1,617 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$8.5M
  • Dental$8.5M
  • Life$714K
  • Short-term disability$714K
  • Long-term disability$714K
  • Other$714K
  • +1 more
Total $9.3M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
91%top
  • BLUE CROSS OF CALIFORNIA91%
  • SUN LIFE ASSURANCE COMPANY OF CANADA8%
  • DEARBORN LIFE INSURANCE COMPANY1%
Total $9.3M3 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • THE BALDWIN GROUP WEST LLC100%
Total $463K1 slice

Plan deep-dives

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

MCCORVEY SHEET METAL WORKS LP PROFIT SHARING PLAN & TRUST

401k

Assets$45.2M
Participants1,599
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

MCCORVEY COMPANIES WELFARE BENEFITS PLAN

Fully Insured - BLUECROSS BLUESHIELD OF TEXAS

Premiums$9.3M
Covered lives1,617
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002MCCORVEY SHEET METAL WORKS LP PROFIT SHARING PLAN & TRUST401k$45.2M1,5992024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501MCCORVEY COMPANIES WELFARE BENEFITS PLANFully InsuredBLUECROSS BLUESHIELD OF TEXAS$9.3M1,6172025
Retirement plans
Welfare plans
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