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  2. NETSMART TECHNOLOGIES, INC.
Sponsor portfolio

NETSMART TECHNOLOGIES, INC.

EIN 13-3680154-Professional, Scientific, and Technical Services-Latest filing 2024
Plans
2
Retirement
1
$283.5M assets
Welfare
1
$2.3M premiums
Participants
6,059
11100 NALL AVENUE - OVERLAND PARK, KS 62111800-742-1973
Plans on this EIN
2 filings
#002401k-$283.5M - 3,524 part#507Mixed-$2.3M - 3,227 lives

Benefits portfolio analytics

1 plan / $2.3M premiums / 3,227 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$2.0M
  • Life$1.5M
  • Short-term disability$1.5M
  • Long-term disability$1.5M
  • Vision$265K
Total $2.3M5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
67%top
  • HARTFORD LIFE AND ACCIDENT67%
  • MODERN HEALTH18%
  • VISION SERVICE PLAN11%
  • METROPOLITAN LIFE INSURANCE COMPANY3%
Total $2.3M4 slices

Broker market share

Schedule A broker compensation

Split broker
100%top
  • LOCKTON COMPANIES, LLC100%
  • WEBTPA EMPLOYER SERVICES LLC0%
Total $161K2 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

NETSMART TECHNOLOGIES, INC. 401(K) PLAN

401k

Assets$283.5M
Participants3,524
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#507

NETSMART TECHNOLOGIES, INC. HEALTH AND WELFARE BENEFITS PLAN

Mixed - HARTFORD LIFE AND ACCIDENT

Premiums$2.3M
Covered lives3,227
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002NETSMART TECHNOLOGIES, INC. 401(K) PLAN401k$283.5M3,5242024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
507NETSMART TECHNOLOGIES, INC. HEALTH AND WELFARE BENEFITS PLANMixedHARTFORD LIFE AND ACCIDENT$2.3M3,2272024
Retirement plans
Welfare plans
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