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Sponsor portfolio

INTERSTATE MECHANICAL CORPORATION

EIN 86-0448232-mechanical or industrial engineering-Latest filing 2025
Plans
2
Retirement
1
$6.0M assets
Welfare
1
$173K premiums
Participants
614
1841 EAST WASHINGTON STREET - PHOENIX, AZ 85034602-257-1319LinkedIn11-50 employeesmechanical or industrial engineering
Plans on this EIN
2 filings
#001401k-$6.0M - 498 part#502Mixed-$173K - 174 lives

Benefits portfolio analytics

1 plan / $173K premiums / 174 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$161K
  • Life$161K
  • Short-term disability$161K
  • Long-term disability$161K
  • Other$161K
  • Vision$11K
Total $173K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
93%top
  • UNITED OF OMAHA LIFE INSURANCE COMPANY93%
  • EYEMED VISION CARE7%
Total $173K2 slices

Broker market share

Schedule A broker compensation

Split broker
73%top
  • MJ INSURANCE73%
  • JAMES R NELLIGAN & ASSOCIATES LLC27%
Total $30K2 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

INTERSTATE MECHANICAL CORPORATION 401(K) PROFIT SHARING PLAN

401k

Assets$6.0M
Participants498
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

IMCOR CAFETERIA PLAN

Mixed - UNITED OF OMAHA LIFE INSURANCE COMPANY

Premiums$173K
Covered lives174
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001INTERSTATE MECHANICAL CORPORATION 401(K) PROFIT SHARING PLAN401k$6.0M4982024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
502IMCOR CAFETERIA PLANMixedUNITED OF OMAHA LIFE INSURANCE COMPANY$173K1742025
Retirement plans
Welfare plans
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