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Original filing (PDF)20250711121053NAL0009561664001
RAVEN MECHANICAL, LP
Form 5500
FILING_RECEIVED
RAVEN MECHANICAL, LP EMPLOYEE BENEFITS PLAN
Health & welfare plan
Signals · 3
No auditor on fileNo recordkeeper disclosed7 service providers
Active participants
152
Accounts w/ balance
—
Plan assets (EOY)
—
Net assets (EOY)
—
Plan health score (directional)
75
/ 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
60
Concentration risk
75
Total plan cost
75
Vendor stack
80
Participation health
100
Knocking points off
- No independent qualified public accountant (IQPA) named.
- 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 RAVEN MECHANICAL, LP.
Plan sponsor
Name
RAVEN MECHANICAL, LP
EIN
74-2068403
Address
1618 BUSCHONG ST. · HOUSTON, TX · 77039
Phone
(281) 987-1618
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
2025-07-11
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)
7 rowsBroker
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| HILB GROUP - CLARUS & CO. | 83-4076772 | — | BROKER | $40K | — |
| HILB GROUP - CLARK & LAVEY | 47-4324398 | — | BROKER | $37K | — |
TPA / Administrator
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ULTRABENEFITS INC. | 04-3525752 | — | CONTRACT ADMIN | $37K | — |
| CIGNA | 59-1031071 | — | TPA | $22K | — |
Other
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RIGHTWAY | 82-0865206 | — | CONCIERGE | $7K | — |
| AMERICAN HEALTH HOLDING | 31-1368946 | — | CASE MANAGEMENT | $3K | — |
| TELEDOC | 20-1020949 | — | TELEMEDICINE | $2K | — |
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.
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