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Sponsor portfolio

FIRSTCALL MECHANICAL GROUP, LLC

EIN 88-2848229-Latest filing 2025
Plans
2
Retirement
1
$4.8M assets
Welfare
1
$1000K premiums
Participants
1,182
3101 BEE CAVES ROAD, SUITE 250 - AUSTIN, TX 78746512-393-1040
Plans on this EIN
2 filings
#001401k-$4.8M - 635 part#501Mixed-$1000K - 1,209 lives

Benefits portfolio analytics

1 plan / $1000K premiums / 1,209 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$1000K
  • Vision$1000K
  • Life$1000K
  • Short-term disability$1000K
  • Long-term disability$1000K
  • Other$1000K
Total $1000K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Bundled
100%top
  • PRINCIPAL LIFE INSURANCE COMPANY100%
Total $1000K1 slice

Broker market share

Schedule A broker compensation

Split broker
73%top
  • HEFFERNAN INSURANCE BROKERS73%
  • NFP INSURANCE SERVICES INC27%
Total $93K2 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

FIRSTCALL MECHANICAL GROUP 401(K) PLAN

401k

Assets$4.8M
Participants635
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

FIRSTCALL MECHANICAL GROUP, LLC CAFETERIA PLAN

Mixed - PRINCIPAL LIFE INSURANCE COMPANY

Premiums$1000K
Covered lives1,209
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001FIRSTCALL MECHANICAL GROUP 401(K) PLAN401k$4.8M6352024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501FIRSTCALL MECHANICAL GROUP, LLC CAFETERIA PLANMixedPRINCIPAL LIFE INSURANCE COMPANY$1000K1,2092025
Retirement plans
Welfare plans
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