PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Welfare plans/
  2. Sponsors/
  3. FIRSTCALL MECHANICAL GROUP, LLC

Open any plan below to see its carriers, broker commissions and premiums.

Solo shows those sections on each welfare plan. Your first month is $4.99.

Start for $4.99
Sponsor portfolioWelfare / HealthEIN 20-8664049

FIRSTCALL MECHANICAL GROUP, LLC

11704 REAMES RD. · CHARLOTTE, NC 28269
7045365335
Plans filed
1
Years active
2024–2024
Industry
NAICS 23
Latest filing
2024
Total premiums (latest)
$2.8M
No prior year
Persons covered
395
No prior year
Total participants
391
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$2.8M
FIRSTCALL MECHANICAL GROUP, LLC CAFETERIA PLAN
Fully insured395 covered·2 carriers
Primary: BLUE CROSS AND BLUE SHIELD OF NORTH CAROLINA

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$2.4M33.3%
Prescription drug$2.4M33.3%
Dental$394K5.6%
Vision$394K5.6%
Life$394K5.6%
Short-term disability$394K5.6%
Long-term disability$394K5.6%
Other$394K5.6%

Carrier overview

2 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
BLUE CROSS OF CALIFORNIA
EIN 560894904
HRx
$2.4M85.7%11323
PRINCIPAL LIFE INSURANCE COMPANY
EIN 420127290
DVLSTDLTDOth
$394K14.3%11395

Broker overview

2 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
HEFFERNAN INSURANCE BROKERSWALNUT CREEK, CABLUE CROSS AND BLUE SHIELD OF NORTH CAROLINA, PRINCIPAL LIFE INSURANCE COMPANY$99K$0$99K99.9%1
MOSAIC GROUP SERVICESDURHAM, NCPRINCIPAL LIFE INSURANCE COMPANY$0$120$1200.1%1

Policy details

Latest year, by plan
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica