Plan5500

United Mechanical Corporation Employee Benefit Plan — Form 5500 plan (United Mechanical Corporation)

Plain-English plan summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, United Mechanical Corporation Employee Benefit Plan is a benefit plan reported by United Mechanical Corporation under EIN 56-1175715 and plan number 501. The latest loaded filing year is 2023. The filing reports 66 participants and $9,963 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
United Mechanical Corporation
EIN
56-1175715
Plan number
501
Plan type
2
Location
Charlotte, NC
Latest filing year
2023
Participants
66
End-of-year plan assets
$9,963

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202366I, C20240805081533NAL0001853072001

Reported financial statement (2023 · Schedule I)

Net assets

Total assets (EOY)
$9,963
Total liabilities (EOY)
$153,857
Net assets (EOY)
-$143,894
Net assets (BOY)
-$56,608

Income & contributions

Employer contributions
$380,844
Participant contributions
$215,699
Total income / additions
$597,784

Expenses & distributions

Benefits paid
$492,002
Administrative expenses
$22,368
Total expenses
$685,070
Net increase / (decrease)
-$87,286

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Medcost LLCADMIN$22,368not reported in the loaded dataset2023
Ecm SolutionsBROKER$13,024not reported in the loaded dataset2023
E. K. Mcconkey & Co., Inc.BROKER$10,365not reported in the loaded dataset2023
The Benecon Group, LLCBROKER$7,196not reported in the loaded dataset2023
Aetna Health PlansADMIN$979not reported in the loaded dataset2023

Related Form 5500 pages