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Sponsor portfolio

VENTURE MECHANICAL, INC.

EIN 75-1466233-construction-Latest filing 2025
Plans
3
Retirement
1
$24.7M assets
Welfare
2
$513K premiums
Participants
291
1644 WEST CROSBY ROAD - CARROLLTON, TX 75006972-871-1300venturemech.comLinkedIn51-200 employeesconstruction
Plans on this EIN
3 filings
#001401k-$24.7M - 161 part#501Mixed-$333K - 138 lives#502Fully Insured-$180K - 130 lives

Benefits portfolio analytics

2 plans / $513K premiums / 268 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$969K
  • Health$749K
  • Life$220K
  • Short-term disability$220K
  • Long-term disability$220K
  • Dental$166K
  • +1 more
Total $1.1M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
66%top
  • HCC LIFE INSURANCE COMPANY66%
  • LIFE INSURANCE COMPANY OF NORTH AMERICA19%
  • UNITEDHEALTHCARE INSURANCE COMPANY15%
Total $1.1M3 slices

Broker market share

Schedule A broker compensation

Split broker
97%top
  • BROWN & BROWN INSURANCE SERVICES97%
  • UKG INC3%
Total $83K2 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

VENTURE MECHANICAL, INC. 401(K) PLAN

401k

Assets$24.7M
Participants161
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

VENTURE MECHANICAL, INC. EMPLOYEE HEALTH BENEFIT PLAN

Mixed - LIFE INSURANCE COMPANY OF NORTH AMERICA

Premiums$333K
Covered lives138
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502

VENTURE MECHANICAL, INC. SUPPLEMENTAL BENEFIT PLAN

Fully Insured - LIFE INSURANCE COMPANY OF NORTH AMERICA

Premiums$180K
Covered lives130
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001VENTURE MECHANICAL, INC. 401(K) PLAN401k$24.7M1612024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
501VENTURE MECHANICAL, INC. EMPLOYEE HEALTH BENEFIT PLANMixedLIFE INSURANCE COMPANY OF NORTH AMERICA$333K1382025
502VENTURE MECHANICAL, INC. SUPPLEMENTAL BENEFIT PLANFully InsuredLIFE INSURANCE COMPANY OF NORTH AMERICA$180K1302024
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