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Sponsor portfolioWelfare / HealthEIN 56-1973119
MECHANICAL SYSTEMS & SERVICES, INC.
11524 WILMAR BOULEVARD · CHARLOTTE, NC 28273
7043724344
- Plans filed
- 1
- Years active
- 2015–2025
- Industry
- NAICS 23
- Latest filing
- 2025
Total premiums (latest)
$1.1M
No prior year
Persons covered
1,383
No prior year
Total participants
783
No prior year
Plans filed
1
No prior year
Plans under this sponsor
1 plan
Coverage overview
Aggregate, latest year
| Benefit type | Premium | Share | Distribution |
|---|---|---|---|
| Life | $642K | 21.8% | |
| Short-term disability | $642K | 21.8% | |
| Other | $642K | 21.8% | |
| Long-term disability | $516K | 17.5% | |
| Dental | $450K | 15.3% | |
| Vision | $58K | 2.0% |
Carrier overview
3 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 010278678 | LSTDLTDOth | $642K | 55.8% | 1 | 2 | 736 |
EIN 135581829 | D | $450K | 39.1% | 1 | 1 | 1,383 |
EIN 562109225 | V | $58K | 5.0% | 1 | 1 | 1,076 |
Broker overview
7 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| USI INSURANCE SERVICES LLC | VIRGINIA BEACH, VA | UNUM LIFE INSURANCE COMPANY OF AMERICA, COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY, COMMUNITY EYE CARE, LLC | $6K | $16K | $22K | 50.9% | 1 |
| INSYNC BENEFITS INC | CORNELIUS, NC | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $20K | $731 | $21K | 48.5% | 1 |
| Z3 ENTERPRISES INC | TRINITY, NC | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $74 | $0 | $74 | 0.2% | 1 |
| CEDORA B LEVINER | KANNAPOLIS, NC | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $40 | $0 | $40 | 0.1% | 1 |
| MARK PAGE | WILMNGTON, NC | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $40 | $0 | $40 | 0.1% | 1 |
| PATRICIA L CARON | SANTA FE, NM | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $37 | $0 | $37 | 0.1% | 1 |
| CASIE PELUCIO | MOORESVILLE, NC | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $32 | $0 | $32 | 0.1% | 1 |
History & trajectory
11 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