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Sponsor portfolio

SERVICE MANAGEMENT GROUP, LLC

EIN 06-1442195-Administrative and Support and Waste Management and Remediation Services-Latest filing 2025
Plans
2
Retirement
1
$3.1M assets
Welfare
1
$207K premiums
Participants
2,338
25 CONTROLS DRIVE - SHELTON, CT 06484203-925-6174
Plans on this EIN
2 filings
#001401k-$3.1M - 1,383 part#501Mixed-$207K - 941 lives

Benefits portfolio analytics

1 plan / $207K premiums / 941 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$141K
  • Vision$141K
  • Life$54K
  • Other$54K
  • Long-term disability$12K
Total $207K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
68%top
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA68%
  • ANTHEM LIFE INSURANCE COMPANY26%
  • HARTFORD LIFE AND ACCIDENT6%
Total $207K3 slices

Broker market share

Schedule A broker compensation

Split broker
69%top
  • MARSH & MCLENNAN AGENCY LLC69%
  • MAX FITELSON AND SON, INC.31%
Total $16K2 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

THE EMPLOYEES 401(K) PLAN

401k

Assets$3.1M
Participants1,383
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

SERVICE MANAGEMENT GROUP, LLC HEALTH AND WELFARE PLAN

Mixed - THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA

Premiums$207K
Covered lives941
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001THE EMPLOYEES 401(K) PLAN401k$3.1M1,3832025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501SERVICE MANAGEMENT GROUP, LLC HEALTH AND WELFARE PLANMixedTHE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA$207K9412025
Retirement plans
Welfare plans
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