Form 5500 · Employee benefit plan · PHOENIX, AZ
MIDSTATE MECHANICAL, LLC
The filing calls this plan MIDSTATE MECHANICAL, LLC WELFARE BENEFIT PLAN.
Public Form 5500 records show how MIDSTATE MECHANICAL, LLC of PHOENIX, AZ, a construction employer, structures its employee benefits. Its broker of record is MARSH AND MCLENNAN AGENCY, LLC. Coverage is written through BANNER HEALTH AND AETNA HEALTH and 5 other carriers. The plan's most recent policy period ended in February.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 86-0549402 · plan 501 · plan year 2024, filed Oct 31, 2024
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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.
The filing carries code 4S: this plan is filing again after previously being exempt.
Benefits declared on this filing
Also declared: prepaid legal, death benefits.
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.
Where a line has more than one insured contract, the carrier and the covered figure are the largest contract's by premium. The contracts are not added up: a pharmacy carve-out and the medical carrier beside it cover the same people.
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 9 insured contracts covering health, dental, vision, life and disability.
Reported premium across the insured contracts is $962,577, with $21,955 in disclosed broker commissions — about 2.3% of premium.
The most recent policy period ended in February, and the plan year ends February 29. Group contracts typically renew on that annual cycle.
MARSH AND MCLENNAN AGENCY, LLC is the broker of record on 1 of the 9 contracts; the rest name a different broker or none.
6 carriers appear on the filing, including BANNER HEALTH AND AETNA HEALTH, UNITED OF OMAHA LIFE INSURANCE COMPANY, METROPOLITAN LIFE INSURANCE COMPANY and AETNA LIFE INSURANCE COMPANY. BANNER HEALTH AND AETNA HEALTH writes the largest contract by premium.
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Premium | Commission |
|---|---|---|---|---|---|
| UNITED OF OMAHA LIFE INSURANCE COMPANY | Life, Disability | 0 | Feb 29, 2024 | $97,039 | $12,331 |
| METROPOLITAN LIFE INSURANCE COMPANY | Dental, Vision | 0 | Mar 1, 2024 | $72,524 | $3,932 |
| METROPOLITAN LIFE INSURANCE COMPANY | Health | 0 | Mar 1, 2024 | $9,481 | $2,149 |
| METROPOLITAN LIFE INSURANCE COMPANY | Health | 0 | Mar 1, 2024 | $8,439 | $1,838 |
| METROPOLITAN LIFE INSURANCE COMPANY | Health | 0 | Mar 1, 2024 | $6,093 | $1,371 |
| METROPOLITAN GENERAL INSURANCE COMPANY | — | 0 | Mar 1, 2024 | $3,549 | $334 |
| BANNER HEALTH AND AETNA HEALTH | Health | 0 | Mar 1, 2024 | $747,720 | $0 |
| AETNA LIFE INSURANCE COMPANY | Health | 0 | Feb 29, 2024 | $13,859 | $0 |
| CURALINC LLC | — | 0 | Feb 29, 2024 | $3,873 | $0 |
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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