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Sponsor portfolio

SMITH PACKETT MED-COM, LLC

EIN 02-0546607-hospital & health care-Latest filing 2025
Plans
3
Retirement
1
$6.4M assets
Welfare
2
$12.3M premiums
Participants
5,110
4423 PHEASANT RIDGE ROAD, SUITE 301 - ROANOKE, VA 24014540-562-8280LinkedIn11-50 employeeshospital & health care
Plans on this EIN
3 filings
#001401k-$6.4M - 2,900 part#501Fully Insured-$11.9M - 984 lives#502Fully Insured-$472K - 1,226 lives

Benefits portfolio analytics

2 plans / $12.3M premiums / 2,210 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$11.9M
  • Vision$9.6M
  • Other$487K
  • Dental$472K
  • Life$472K
  • Short-term disability$472K
  • +1 more
Total $12.3M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
96%top
  • ANTHEM LIFE INSURANCE COMPANY96%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA4%
  • 1-800MD, LLC0%
Total $12.3M3 slices

Broker market share

Schedule A broker compensation

Split broker
83%top
  • CHOICE FINANCIAL GROUP LLC83%
  • BENCHMARK BENEFITS LLC11%
  • GALLAGHER BENEFIT SERVICES, INC.3%
  • HEALTHMAX INSURANCE2%
  • REX LAMAR DAVIDSON1%
Total $327K5 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

SMITH PACKETT MED-COM, LLC 401(K) RETIREMENT PLAN

401k

Assets$6.4M
Participants2,900
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

SMITH PACKETT MED-COM, LLC HEALTH AND VISION PLAN

Fully Insured - ANTHEM HEALTH PLANS OF VIRGINIA DBA ANTHEM BCBS

Premiums$11.9M
Covered lives984
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502

SMITH PACKETT MED-COM, LLC DENTAL, LIFE AND DISABILITY PLAN

Fully Insured - THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA

Premiums$472K
Covered lives1,226
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001SMITH PACKETT MED-COM, LLC 401(K) RETIREMENT PLAN401k$6.4M2,9002024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
501SMITH PACKETT MED-COM, LLC HEALTH AND VISION PLANFully InsuredANTHEM HEALTH PLANS OF VIRGINIA DBA ANTHEM BCBS$11.9M9842025
502SMITH PACKETT MED-COM, LLC DENTAL, LIFE AND DISABILITY PLANFully InsuredTHE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA$472K1,2262025
Retirement plans
Welfare plans
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