Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$2.8M
- Dental$2.4M
- Life$2.1M
- Short-term disability$2.1M
- Long-term disability$2.1M
- Health$14K
- +2 more
Sponsor portfolioTH
SMARTSHEET INC.
EIN 20-2954357computer softwareLatest filing 2024
Plans
2
Retirement
1
$273.8M assets
Welfare
1
$5.2M premiums
Participants
5,905
500 108TH AVE STE 200 - BELLEVUE, WA 98004844-324-2360smartsheet.comLinkedIn1001-5000 employeescomputer software
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $5.2M premiums / 5,183 covered livesCarrier market share
Premium dollars by Schedule A carrier
47%top
- DELTA DENTAL OF CALIFORNIA47%
- THE LINCOLN NATIONAL LIFE INSURANCE COMPANY41%
- LYRA HEALTH, INC.12%
- HAWAII MEDICAL SERVICE ASSOCIATION0%
Broker market share
Schedule A broker compensation
100%top
- ABD INS. AND FINANCIAL SVCS., 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
SMARTSHEET INC. 401(K) P/S PLAN
401k
Assets$273.8M
Participants3,314
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
SMARTSHEET, INC. HEALTH & WELFARE BENEFIT PLAN
Fully Insured - DELTA DENTAL OF WASHINGTON
Premiums$5.2M
Covered lives5,183
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | SMARTSHEET INC. 401(K) P/S PLAN | 401k | $273.8M | 3,314 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | SMARTSHEET, INC. HEALTH & WELFARE BENEFIT PLAN | Fully Insured | DELTA DENTAL OF WASHINGTON | $5.2M | 5,183 | 2024 |
Retirement plans
Welfare plans