Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$5.2M
- Life$420K
- Other$420K
- Short-term disability$278K
- Long-term disability$278K
- Dental$238K
- +1 more
Sponsor portfolio
SM HOLDING GROUP, INC. D/B/A SHUMATE MECHANICAL LL
EIN 20-1816844ConstructionLatest filing 2025
Plans
2
Retirement
1
$21.8M assets
Welfare
1
$5.8M premiums
Participants
1,144
2805 PREMIERE PARKWAY - DULUTH, GA 30097678-584-0880
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $5.8M premiums / 532 covered livesCarrier market share
Premium dollars by Schedule A carrier
89%top
- CIGNA HEALTH AND LIFE INSURANCE COMPANY89%
- UNUM LIFE INSURANCE COMPANY OF AMERICA7%
- STARMOUNT LIFE INSURANCE COMPANY4%
Broker market share
Schedule A broker compensation
100%top
- ALLIANT INSURANCE SERVICES, INC.100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
SHUMATE MECHANICAL LLC 401(K) PLAN
401k
Assets$21.8M
Participants588
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
SHUMATE MECHANICAL LLC WELFARE BENEFIT PLAN
Fully Insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY
Premiums$5.8M
Covered lives532
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | SHUMATE MECHANICAL LLC 401(K) PLAN | 401k | $21.8M | 588 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | SHUMATE MECHANICAL LLC WELFARE BENEFIT PLAN | Fully Insured | CIGNA HEALTH AND LIFE INSURANCE COMPANY | $5.8M | 532 | 2025 |
Retirement plans
Welfare plans