PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Welfare plans/
  2. Sponsors/
  3. SOUTHEAST MECHANICAL 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 84-4771473

SOUTHEAST MECHANICAL LLC

5142 N CAUSEWAY RD · WINSTON-SALEM, NC 27106
3364136250
Plans filed
1
Years active
2024–2025
Industry
NAICS 23
Latest filing
2025
Total premiums (latest)
$1.9M
No prior year
Persons covered
405
No prior year
Total participants
388
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$1.9M
SOUTHEAST MECHANICAL EMPLOYEE BENEFITS PLAN
Fully insured405 covered·2 carriers
Primary: UNITEDHEALTCARE INSURANCE COMPANY

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$1.8M29.6%
Dental$1.8M29.6%
Vision$1.8M29.6%
Life$169K2.8%
Short-term disability$169K2.8%
Long-term disability$169K2.8%
Other$169K2.8%

Carrier overview

2 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
UNITEDHEALTHCARE INSURANCE COMPANY
EIN 362730571
HDV
$1.8M91.3%11405
UNITED HEALTHCARE INSURANCE COMPANY
EIN 362739571
LSTDLTDOth
$169K8.7%11388

Broker overview

3 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
RSC INSURANCE BROKERAGE INCBOSTON, MAUNITED HEALTHCARE INSURANCE COMPANY, UNITEDHEALTCARE INSURANCE COMPANY$20K$74K$94K68.2%1
ASSUREDPARTNERSBLUE BELL, PAUNITEDHEALTCARE INSURANCE COMPANY$36K$3K$39K28.4%1
EMERSON REID LLCBLUE BELL, PAUNITEDHEALTCARE INSURANCE COMPANY$0$5K$5K3.4%1

History & trajectory

2 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