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Sponsor portfolio

SMITH BROTHERS INSURANCE, LLC

EIN 06-0391040-insurance-Latest filing 2025
Plans
2
Retirement
1
$34.4M assets
Welfare
1
$3.0M premiums
Participants
519
68 NATIONAL DRIVE - GLASTONBURY, CT 06033860-652-3235smithbrothersusa.comLinkedIn51-200 employeesinsurance
Plans on this EIN
2 filings
#002401k-$34.4M - 300 part#501Fully Insured-$3.0M - 344 lives

Benefits portfolio analytics

1 plan / $3.0M premiums / 344 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.7M
  • Dental$2.7M
  • Vision$2.7M
  • Prescription drug$2.7M
  • Other$240K
  • Life$218K
  • +2 more
Total $3.0M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
92%top
  • AETNA LIFE INSURANCE COMPANY92%
  • HARTFORD LIFE AND ACCIDENT7%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA1%
  • LEGALPLANS, USA0%
Total $3.0M4 slices

Broker market share

Schedule A broker compensation

Split broker
75%top
  • ASSUREDPARTNERS75%
  • SBI BENEFITS CONSULTANTS25%
  • EMERSON REID LLC-0%
Total $17K3 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

SMITH BROTHERS INSURANCE, LLC 401(K) RETIREMENT PLAN

401k

Assets$34.4M
Participants300
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

SMITH BROTHERS INSURANCE, LLC HEALTH AND WELFARE EMPLOYEE BENEFITS PLAN

Fully Insured - AETNA LIFE INSURANCE COMPANY

Premiums$3.0M
Covered lives344
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002SMITH BROTHERS INSURANCE, LLC 401(K) RETIREMENT PLAN401k$34.4M3002025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501SMITH BROTHERS INSURANCE, LLC HEALTH AND WELFARE EMPLOYEE BENEFITS PLANFully InsuredAETNA LIFE INSURANCE COMPANY$3.0M3442024
Retirement plans
Welfare plans
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