PlanOptica
CompaniesPricing
Sign inTry Pro free
Try Pro free
  1. Companies/
  2. Venture Mechanical, Inc.
  • Benefits analytics
  • Plan summaries
  • Retirement plans
  • Health & Benefits plans

Filings through Oct 24, 2026.

Venture Mechanical, Inc.

EIN 75-1466233-construction-Latest filing 2025
Plans
3
Retirement
1
$29.7M assets
Health & Benefits
2
$513K premiums
Participants
347
1644 WEST CROSBY ROAD - CARROLLTON, TX 75006972-871-1300venturemech.comLinkedIn51-200 employeesconstruction
Plans on this EIN
3 filings
#001401(k)-$29.7M - 217 part#501Mixed-$333K - 138 lives#502Fully insured-$180K - 130 lives

Health & Benefits portfolio - carriers, brokers and premium across this company's 2 health and benefits plans.

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
See carrier and broker market share with Pro.
Pro unlocks:
  • Top carriers and their premium share
  • Top brokers and their commission share

Plan summaries

Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.

Retirement#001

VENTURE MECHANICAL, INC. 401(K) PLAN

401(k)

Assets$29.7M
Participants217
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501

VENTURE MECHANICAL, INC. EMPLOYEE HEALTH BENEFIT PLAN

Mixed - LIFE INSURANCE COMPANY OF NORTH AMERICA

Premiums$333K
Covered lives138
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#502

VENTURE MECHANICAL, INC. SUPPLEMENTAL BENEFIT PLAN

Fully insured - LIFE INSURANCE COMPANY OF NORTH AMERICA

Premiums$180K
Covered lives130
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001VENTURE MECHANICAL, INC. 401(K) PLAN401(k)$29.7M2172025
  • VENTURE MECHANICAL, INC. 401(K) PLAN$29.7M
    #001 · 401(k) · 2025217

Health & Benefits plans

2 plans on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest 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
  • VENTURE MECHANICAL, INC. EMPLOYEE HEALTH BENEFIT PLAN$333K
    #501 · Mixed · LIFE INSURANCE COMPANY OF NORTH AMERICA · 2025138
  • VENTURE MECHANICAL, INC. SUPPLEMENTAL BENEFIT PLAN$180K
    #502 · Fully insured · LIFE INSURANCE COMPANY OF NORTH AMERICA · 2024130
Retirement plans
Health & Benefits plans

On this page

  1. Benefits analytics
  2. Plan summaries
  3. Retirement plans
  4. Health & Benefits plans
PlanOptica

Advisors and brokers use PlanOptica to research retirement and health plans. Each plan has 10 years of filings, a peer rank and a source for every number.

Product
  • Retirement
  • Health & Benefits
  • Funds & Managers
  • Companies
  • Pricing
Data
  • Downloads
  • Retirement plans CSV
  • Health & Benefits plans CSV
  • Plan holdings CSV
  • Custom analysis
  • API and AI agents
Resources
  • Free ERISA search
  • Free EIN lookup
  • All providers
  • Health & Benefits providers
  • Filter catalog
  • Documentation
  • Glossary
  • Compare
Company
  • About
  • Research
  • Press
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica