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Sponsor portfolioTH

MIDSTATE MECHANICAL, INC.

EIN 86-0549402-construction-Latest filing 2024
Plans
2
Retirement
1
$4.2M assets
Welfare
1
$963K premiums
Participants
164
1900 E. RIVERVIEW DR. - PHOENIX, AZ 850346703602-470-1920midstatemechanical.comLinkedIn51-200 employeesconstruction
Plans on this EIN
2 filings
#001401k-$4.2M - 164 part#501Fully Insured-$963K - 0 lives

Benefits portfolio analytics

1 plan / $963K premiums / 0 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$786K
  • Other$104K
  • Life$97K
  • Short-term disability$97K
  • Long-term disability$97K
  • Dental$73K
  • +1 more
Total $963K7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
79%top
  • AETNA LIFE INSURANCE COMPANY79%
  • METROPOLITAN LIFE INSURANCE COMPANY10%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY10%
  • CURALINC HEALTHCARE0%
Total $963K4 slices

Broker market share

Schedule A broker compensation

Split broker
88%top
  • MARSH & MCLENNAN AGENCY LLC88%
  • CBIZ BENEFITS & INSURANCE SERVICES11%
  • LOVITT AND TOUCHE, INC.0%
Total $33K3 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

MIDSTATE MECHANICAL RETIREMENT SAVINGS PLAN

401k

Assets$4.2M
Participants164
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

MIDSTATE MECHANICAL, LLC WELFARE BENEFIT PLAN

Fully Insured - BANNER HEALTH AND AETNA HEALTH

Premiums$963K
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001MIDSTATE MECHANICAL RETIREMENT SAVINGS PLAN401k$4.2M1642024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501MIDSTATE MECHANICAL, LLC WELFARE BENEFIT PLANFully InsuredBANNER HEALTH AND AETNA HEALTH$963K02024
Retirement plans
Welfare plans
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