Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$4.1M
- Dental$149K
- Vision$126K
- Life$126K
- Long-term disability$126K
- Other$126K
- +1 more
Filings through .
Sponsor portfolio
Service Management Group, Inc.
EIN 20-2013846Health Care and Social AssistanceLatest filing 2025
Plans
2
Retirement
1
$3.8M assets
Welfare
1
$4.5M premiums
Participants
675
12600 WHITEWATER DRIVE, SUITE #200 - MINNETONKA, MN 55343952-935-3515
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $4.5M premiums / 464 covered livesPlan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
SMG 403(B) PLAN
403(b)
Assets$3.8M
Participants209
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
ACCRA CARE AND AFFILIATES HEALTH & WELFARE BENEFIT PLAN
Fully insured - BLUE CROSS AND BLUE SHIELD OF MINNESOTA
Premiums$4.5M
Covered lives464
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | SMG 403(B) PLAN | 403(b) | $3.8M | 209 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | ACCRA CARE AND AFFILIATES HEALTH & WELFARE BENEFIT PLAN | Fully insured | BLUE CROSS AND BLUE SHIELD OF MINNESOTA | $4.5M | 464 | 2025 |
Retirement plans
Welfare plans