PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Welfare plans/
  2. Sponsors/
  3. ATLAS MECHANICAL, INC.

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 33-0467796

ATLAS MECHANICAL, INC.

8260-B B CAMINO SANTA FE · SAN DIEGO, CA 92121
8585540700
Plans filed
1
Years active
2020–2025
Industry
NAICS 23
Latest filing
2025
Total premiums (latest)
$1.5M
No prior year
Persons covered
217
No prior year
Total participants
135
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #505$1.5M
ATLAS MECHANICAL, INC. HEALTH AND WELFARE PLAN
Fully insured217 covered·6 carriers
Primary: AETNA HEALTH, INC.

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$1.4M37.3%
Prescription drug$1.4M37.3%
Dental$416K11.3%
Vision$416K11.3%
Other$58K1.6%
Life$23K0.6%
Long-term disability$13K0.3%
Short-term disability$10K0.3%

Carrier overview

5 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
AETNA LIFE INSURANCE COMPANY
EIN 066033492
HRxDV
$1.4M94.5%12214
RELIANCE STANDARD LIFE INSURANCE COMPANY
EIN 360883760
LSTDOth
$40K2.8%1536
PRINCIPAL LIFE INSURANCE COMPANY
EIN 420127290
LOth
$17K1.2%11217
STANDARD INSURANCE COMPANY
EIN 930242990
LTD
$13K0.9%1115
UNUM LIFE INSURANCE COMPANY OF AMERICA
EIN 010278678
Oth
$11K0.7%1111

Broker overview

5 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
C3 RISK & INSURANCE SERVICESSAN DIEGO, CAAETNA HEALTH, INC., AETNA LIFE INSURANCE COMPANY, PRINCIPAL LIFE INSURANCE COMPANY$57K$454$58K81.4%1
ENHANCED BENEFITS INSURANCE SOLSANTEE, CARELIANCE STANDARD LIFE INSURANCE COMPANY$6K$388$7K9.7%1
GAMIE, LLCSAN DIEGO, CARELIANCE STANDARD LIFE INSURANCE COMPANY$3K$0$3K4.0%1
B WOOD INSURANCE AGENCY, INC.SAN DIEGO, CASTANDARD INSURANCE COMPANY$2K$0$2K2.7%1
BWOOD INSURANCESAN DIEGO, CAUNUM LIFE INSURANCE COMPANY OF AMERICA$2K$0$2K2.3%1

History & trajectory

6 years · all plans
Total premiums
Summed across all plans for this sponsor.
Persons covered
EOY headcount summed across all plans.
Carrier mix
Premium by top carriers, summed across plans.
Broker compensation
Comp by top brokers, summed across plans.

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