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  2. SMILEY BROTHERS, INC.
Sponsor portfolio

SMILEY BROTHERS, INC.

EIN 14-1506387-Latest filing 2025
Plans
2
Retirement
1
$38.0M assets
Welfare
1
$174K premiums
Participants
1,323
1000 MOUNTAIN REST ROAD - NEW PALTZ, NY 12561845-255-1000
Plans on this EIN
2 filings
#001401k-$38.0M - 673 part#501Mixed-$174K - 649 lives

Benefits portfolio analytics

1 plan / $174K premiums / 649 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$174K
  • Dental$154K
  • Life$154K
Total $174K3 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
89%top
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA89%
  • 1-800MD, LLC11%
Total $174K2 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • FNA INSURANCE SERVICES INC100%
Total $18K1 slice

Plan deep-dives

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

SMILEY BROTHERS, INC. 401(K) PLAN

401k

Assets$38.0M
Participants673
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

MOHONK EMPLOYEE BENEFITS PLAN

Mixed - THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA

Premiums$174K
Covered lives649
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001SMILEY BROTHERS, INC. 401(K) PLAN401k$38.0M6732024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501MOHONK EMPLOYEE BENEFITS PLANMixedTHE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA$174K6492025
Retirement plans
Welfare plans
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