Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$1.8M
- Dental$1.8M
- Vision$1.8M
- Life$169K
- Short-term disability$169K
- Long-term disability$169K
- +1 more
Sponsor portfolio
SOUTHEAST MECHANICAL LLC
EIN 84-4771473consumer servicesLatest filing 2025
Plans
2
Retirement
1
$7.1M assets
Welfare
1
$1.9M premiums
Participants
814
5142 N CAUSEWAY RD - WINSTON-SALEM, NC 27106336-413-6250southeast-mechanical.comLinkedIn201-500 employeesconsumer services
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $1.9M premiums / 405 covered livesCarrier market share
Premium dollars by Schedule A carrier
91%top
- UNITEDHEALTHCARE INSURANCE COMPANY91%
- UNITED HEALTHCARE INSURANCE COMPANY9%
Broker market share
Schedule A broker compensation
68%top
- RSC INSURANCE BROKERAGE INC68%
- ASSUREDPARTNERS28%
- EMERSON REID LLC3%
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 LLC 401(K) PLAN
401k
Assets$7.1M
Participants426
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
SOUTHEAST MECHANICAL EMPLOYEE BENEFITS PLAN
Fully Insured - UNITEDHEALTCARE INSURANCE COMPANY
Premiums$1.9M
Covered lives405
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | SOUTHEAST MECHANICAL LLC 401(K) PLAN | 401k | $7.1M | 426 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | SOUTHEAST MECHANICAL EMPLOYEE BENEFITS PLAN | Fully Insured | UNITEDHEALTCARE INSURANCE COMPANY | $1.9M | 405 | 2025 |
Retirement plans
Welfare plans