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Sponsor portfolio

UNIVERSITY MECHANICAL CONTRACTORS, INC.

EIN 91-0653496-Latest filing 2025
Plans
2
Retirement
1
$35.7M assets
Welfare
1
$164K premiums
Participants
455
19020 33RD AVENUE WEST, SUITE 400 - LYNNWOOD, WA 98036206-364-9900
Plans on this EIN
2 filings
#001401k-$35.7M - 260 part#502Mixed-$164K - 195 lives

Benefits portfolio analytics

1 plan / $164K premiums / 195 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$146K
  • Life$126K
  • Short-term disability$126K
  • Long-term disability$126K
  • Vision$18K
Total $164K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
85%top
  • UNUM LIFE INSURANCE COMPANY OF AMERICA85%
  • VISION SERVICE PLAN11%
  • CURALINC HEALTHCARE4%
Total $164K3 slices

Broker market share

Schedule A broker compensation

Split broker
37%top
  • TRUEBENEFITS LLC37%
  • TRUE BENEFITS LLC25%
  • WA EMPLOYEE BENEFITS LLC12%
  • KEITH HOWARD LEFEVRE8%
  • MEGAN ELIZABETH CASTO7%
  • +3 more
Total $7K8 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

UNIVERSITY MECHANICAL CONTRACTORS, INC. 401(K) PROFIT SHARING PLAN

401k

Assets$35.7M
Participants260
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

UNIVERSITY MECHANICAL CONTRACTORS, INC. HEALTH AND WELFARE PLAN

Mixed - UNUM LIFE INSURANCE COMPANY OF AMERICA

Premiums$164K
Covered lives195
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001UNIVERSITY MECHANICAL CONTRACTORS, INC. 401(K) PROFIT SHARING PLAN401k$35.7M2602024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
502UNIVERSITY MECHANICAL CONTRACTORS, INC. HEALTH AND WELFARE PLANMixedUNUM LIFE INSURANCE COMPANY OF AMERICA$164K1952025
Retirement plans
Welfare plans
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