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Sponsor portfolio

AMS MECHANICAL HOLDINGS, INC.

EIN 81-4368506-Latest filing 2025
Plans
3
Retirement
2
$109.3M assets
Welfare
1
$2.4M premiums
Participants
681
9341 ADAM DON PARKWAY - WOODRIDGE, IL 60517630-320-7709
Plans on this EIN
3 filings
#002ESOP-$79.9M - 238 part#001401k-$29.5M - 203 part#502Fully Insured-$2.4M - 540 lives

Retirement portfolio analytics

2 plans aggregated / $109.3M assets / 441 participants

Assets by plan

Share of aggregate retirement assets

73%top
  • EMPLOYEE STOCK OWNERSHIP (#002)73%
  • PROFIT SHARING PLAN (#001)27%
Total $109.3MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • EMPLOYEE STOCK OWNERSHIP (#002)238
  • PROFIT SHARING PLAN (#001)203
Total 441Click row to drill in

Benefits portfolio analytics

1 plan / $2.4M premiums / 540 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.3M
  • Dental$133K
  • Vision$133K
  • Life$133K
  • Other$133K
Total $2.4M5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
94%top
  • BLUE CROSS OF CALIFORNIA94%
  • METROPOLITAN LIFE INSURANCE COMPANY6%
Total $2.4M2 slices

Broker market share

Schedule A broker compensation

Split broker
96%top
  • DIGITAL INSURANCE LLC96%
  • CENTRO BENEFITS RESEARCH LLC4%
Total $107K2 slices

Plan deep-dives

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

AMS MECHANICAL HOLDINGS, INC. EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$79.9M
Participants238
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

AMS MECHANICAL HOLDINGS, INC. 401(K) PROFIT SHARING PLAN

401k

Assets$29.5M
Participants203
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

AMS MECHANICAL HOLDINGS, INC. WELFARE BENEFITS PLAN

Fully Insured - BLUE CROSS BLUE SHIELD OF ILLINOIS

Premiums$2.4M
Covered lives540
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002AMS MECHANICAL HOLDINGS, INC. EMPLOYEE STOCK OWNERSHIP PLANESOP$79.9M2382024
001AMS MECHANICAL HOLDINGS, INC. 401(K) PROFIT SHARING PLAN401k$29.5M2032024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
502AMS MECHANICAL HOLDINGS, INC. WELFARE BENEFITS PLANFully InsuredBLUE CROSS BLUE SHIELD OF ILLINOIS$2.4M5402025
Retirement plans
Welfare plans
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