Form 5500 · Employee benefit plan · KALAMAZOO, MI
ALLIED MECHANICAL SERVICES, INC.
The filing calls this plan ALLIED MECHANICAL HEALTH AND WELFARE PLAN.
ALLIED MECHANICAL SERVICES, INC. of KALAMAZOO, MI is a 256-participant construction employer whose group benefits are disclosed in its annual Form 5500 filing. Its broker of record is DEBRA WRIGHT. Coverage is written through PRIORITY HEALTH and 3 other carriers. The plan's most recent policy period ended in October.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 38-2606103 · plan 501 · plan year 2025, filed Jul 9, 2026
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46 other employer plans in Michigan have policy years ending in October. See the full list on the renewal calendar, or ask for it in Claude or ChatGPT.
How this plan is funded
Fully insured as reported
The filing reports medical coverage through an insurance contract on Schedule A, and no money paid for benefits by the plan itself.
Benefits declared on this filing
Also declared: death benefits, other welfare.
Declared benefits are the plan’s own line 8b codes on Form 5500. “Not on Schedule A” means no insured contract for that line appears on this filing. That usually means the benefit is self-funded, or it sits under a different plan number.
Persons covered is the count the carrier filed for that policy at the end of its policy year, and it can include dependents. Participants is the plan's own count at the start of its plan year. The two count different people, so a covered figure can be larger.
Plan brief
Schedule A lists 4 insured contracts covering health, dental, vision, life and disability; the largest, with PRIORITY HEALTH, covers 530 people.
Reported premium across the insured contracts is $2,881,025, with $95,856 in disclosed broker commissions — about 3.3% of premium.
The most recent policy period ended in October, and the plan year ends October 31. Group contracts typically renew on that annual cycle.
DEBRA WRIGHT is the broker of record on 1 of the 4 contracts; the rest name a different broker or none.
4 carriers appear on the filing, including PRIORITY HEALTH, UNITED OF OMAHA LIFE INSURANCE COMPANY, BLUE CROSS BLUE SHIELD OF MICHIGAN and EYEMED VISION CARE ON BEHALF OF FIDELITY SECURITY LIFE INSURANCE CO.. PRIORITY HEALTH writes the largest contract by premium.
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Premium | Commission |
|---|---|---|---|---|---|
| PRIORITY HEALTH | Health | 530 | Nov 1, 2025 | $2,549,283 | $70,464 |
| UNITED OF OMAHA LIFE INSURANCE COMPANY | Life, Disability | 267 | Nov 1, 2025 | $161,801 | $15,064 |
| BLUE CROSS BLUE SHIELD OF MICHIGAN | Dental | 553 | Nov 1, 2025 | $144,456 | $7,781 |
| EYEMED VISION CARE ON BEHALF OF FIDELITY SECURITY LIFE INSURANCE CO. | Vision | 409 | Nov 1, 2025 | $25,485 | $2,547 |
Premium and claims on this contract
BLUE CROSS BLUE SHIELD OF MICHIGAN, contract 239839. For the contract year on this filing, the carrier reported $144,456 in premium earned and $174,999 in claims incurred. Dividing one by the other gives 121%.
- BLUE CROSS BLUE SHIELD OF MICHIGAN, contract 239839 reported $21,519 in retention.
Retention is what the carrier kept of the premium after claims, as reported: administration, commissions and other charges.
Only experience-rated contracts report these figures, so most filings leave them blank.
Covered = persons covered at policy year end, as filed on Schedule A for that policy — often certificates or one class, not the whole plan. Premium = the filing’s own premium/charges figure; “—” means not credibly reported.
Administrator and service providers
The plan administrator is from line 3a of the main form. We publish company names only.
Other plans filed by this employer
How this plan compares
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Renewal calendar
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