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Sponsor portfolio

MCKINLEY EQUIPMENT CORPORATION

EIN 95-1804535-facilities services-Latest filing 2025
Plans
2
Retirement
1
$19.9M assets
Welfare
1
$1.3M premiums
Participants
249
17611 ARMSTRONG AVENUE - IRVINE, CA 92614949-261-9222mckinleyequipment.comLinkedIn51-200 employeesfacilities services
Plans on this EIN
2 filings
#001401k-$19.9M - 141 part#502Fully Insured-$1.3M - 158 lives

Benefits portfolio analytics

1 plan / $1.3M premiums / 158 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.1M
  • Prescription drug$1.1M
  • Other$104K
  • Dental$88K
  • Vision$88K
  • Life$25K
  • +2 more
Total $1.3M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
89%top
  • BLUE CROSS OF CALIFORNIA89%
  • ANTHEM LIFE INSURANCE COMPANY10%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA1%
Total $1.3M3 slices

Broker market share

Schedule A broker compensation

Split broker
75%top
  • MARSH & MCLENNAN AGENCY LLC75%
  • BROWN & BROWN INSURANCE SERVICES24%
  • ASSUREDPARTNERS0%
Total $104K3 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

MCKINLEY EQUIPMENT CORPORATION EMPLOYEE RETIREMENT PLAN

401k

Assets$19.9M
Participants141
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

MCKINLEY EQUIPMENT CORPORATION HEALTH AND WELFARE PLAN

Fully Insured - BLUE CROSS OF CALIFORNIA

Premiums$1.3M
Covered lives158
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001MCKINLEY EQUIPMENT CORPORATION EMPLOYEE RETIREMENT PLAN401k$19.9M1412025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
502MCKINLEY EQUIPMENT CORPORATION HEALTH AND WELFARE PLANFully InsuredBLUE CROSS OF CALIFORNIA$1.3M1582025
Retirement plans
Welfare plans
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