Back to filter
Original filing (PDF)20250627224506NAL0023566770001
MECHANICAL SYSTEMS COMPANY, LLC
Form 5500
FILING_RECEIVED
MECHANICAL SYSTEMS COMPANY, LLC WELFARE BENEFITS PLAN
Health & welfare plan
Signals · 1
No recordkeeper disclosed
Active participants
103
Accounts w/ balance
—
Plan assets (EOY)
—
Net assets (EOY)
—
Plan health score (directional)
84
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
90
Concentration risk
75
Total plan cost
75
Vendor stack
80
Participation health
100
Knocking points off
- No IQPA named; plan is in the 80-120 transition zone — may be filing as small.
- No recordkeeper disclosed on Schedule C.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MECHANICAL SYSTEMS COMPANY, LLC.
Plan sponsor
Name
MECHANICAL SYSTEMS COMPANY, LLC
EIN
20-8844397
Address
3965 OLD GETWELL ROAD · MEMPHIS, TN · 38118
Phone
(901) 369-9822
Industry
Plumbing, Heating, AC Contractors· Constructionsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
501
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-06-27
Welfare benefit codes
4A · Health (other than dental or vision)
4B · Life Insurance
4D · Dental
4E · Vision
4F · Temporary Disability (accident and sickness)
4H · Long-Term Disability
4Q · Other
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsTPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| HEALTH PLANS, INC. | 04-2734278 | WESTBOROUGH, MA | THIRD PARTY ADMINISTRATOR | $102K | — |
Investments
The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.
See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.
Related plans
Other plans using HEALTH PLANS, INC.
HEALTH & WELFARE TRUST FD IUOE LOCAL 877 & 70
HEALTH & WELFARE TRUST FUND OF THE IUOE LOCALS NO. 877 AND 70
$28.0M · 670 participants
BOARD OF REGENTS OF HIGHER EDUCATION/ MA TEACHERS ASSOC. HEALTH AND WE
BOARD OF REGENTS OF HIGHER EDUCATION/ MA TEACHERS ASSOC. HEALTH AND WELFARE FUND
$10.4M · 20,407 participants
MAINE SERVICE EMPLOYEES ASSOCIATION SEIU LOCAL 1989
MAINE SERVICE EMPLOYEES ASSOCIATION INCOME PROTECTION PLAN & TRUST
$8.2M · 4,282 participants
MAINE STATE TROOPERS ASSOCIATION ATTN. PRESIDENT
MAINE STATE TROOPERS ASSOCIATION EMPLOYEE BENEFITS PLAN
$714K · 330 participants
JEOL USA, INC.
JEOL USA, INC. VOLUNTARY EMPLOYEES BENEFIT PLAN TRUST
$473K · 250 participants
MOWI DUCKTRAP, LLC
MOWI DUCKTRAP, LLC EMPLOYEE GROUP MEDICAL PLAN
$104K · 122 participants
Similar-size Plumbing, Heating, AC Contractors plans
ABSOLUTE ZERO LLC HEATING & AIR CONDITIONING
ABSOLUTE ZERO LLC HEATING & AIR CONDITIONING 401(K) PLAN
$0 · 2 participants
AIRTEK SYSTEMS LLC
AIRTEK SYSTEMS LLC SOCA BENEFIT PLAN
$0
CUMBERLAND MECHANICAL SERVICES INC
CUMBERLAND MECHANICAL SERVICES 401(K) PLAN
$0 · 15 participants
THE PLUMBERS CHOICE INC
THE PLUMBER'S CHOICE 401K PLAN 401(K) PLAN
$0
RB MASTER BUILDERS INC
RB MASTER BUILDERS INC 401K PLAN
$0
FLORIDA GREEN PLUMBING INC
FLORIDA GREEN PLUMBING INC
$0
Large plans in Tennessee
FEDEX CORPORATION
FEDEX CORPORATION EMPLOYEES' PENSION TRUST
$27.6B
FEDEX CORPORATION
FEDEX CORPORATION EMPLOYEES' PENSION PLAN
$26.9B · 113,256 participants
FEDEX CORPORATION
FEDEX CORPORATION RETIREMENT SAVINGS PLAN
$25.4B · 102,265 participants
HCA INC.
HCA 401(K) PLAN
$23.8B · 310,762 participants
HCA INC.
HCA INC. MASTER RETIREMENT TRUST
$23.4B
ALLIANCEBERNSTEIN LP
AB US LARGE CAP GROWTH COLLECTIVE TRUST
$8.9B