Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Dental$261K
- Vision$261K
- Life$261K
- Short-term disability$261K
- Long-term disability$261K
- Other$261K
Sponsor portfolio
U.S MECHANICAL LIMITED COMPANY
EIN 87-0501447Latest filing 2025
Plans
2
Retirement
1
$5.1M assets
Welfare
1
$261K premiums
Participants
396
472 S 640 W - PLEASANT GROVE, UT 840622675801-785-6028
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $261K premiums / 171 covered livesCarrier market share
Premium dollars by Schedule A carrier
100%top
- PRINCIPAL LIFE INSURANCE COMPANY100%
Broker market share
Schedule A broker compensation
64%top
- TRUCORDIA INSURANCE SERVICES LLC64%
- PARAGON PARTNERS LTD36%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
USM/SM/USOFS 401(K) PROFIT SHARING PLAN
401k
Assets$5.1M
Participants225
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
U.S MECHANICAL LIMITED COMPANY WELFARE BENEFIT PLAN
Mixed - PRINCIPAL LIFE INSURANCE COMPANY
Premiums$261K
Covered lives171
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | USM/SM/USOFS 401(K) PROFIT SHARING PLAN | 401k | $5.1M | 225 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | U.S MECHANICAL LIMITED COMPANY WELFARE BENEFIT PLAN | Mixed | PRINCIPAL LIFE INSURANCE COMPANY | $261K | 171 | 2025 |
Retirement plans
Welfare plans