Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$3.0M
- Dental$2.3M
- Life$2.2M
- Short-term disability$2.2M
- Long-term disability$2.2M
- Health$24K
- +2 more
Sponsor portfolioTH
SMARTSHEET, INC.
EIN 20-2954357computer softwareLatest filing 2025
Plans
2
Retirement
1
$273.8M assets
Welfare
1
$5.3M premiums
Participants
5,399
500 108TH AVENUE NE, SUITE 200 - BELLEVUE, WA 98004425-324-2360smartsheet.comLinkedIn1001-5000 employeescomputer software
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $5.3M premiums / 4,547 covered livesCarrier market share
Premium dollars by Schedule A carrier
45%top
- UNUM LIFE INSURANCE COMPANY OF AMERICA45%
- DELTA DENTAL OF CALIFORNIA43%
- MODERN HEALTH12%
- HAWAII MEDICAL SERVICE ASSOCIATION0%
- FOUR EVER LIFE INSURANCE COMPANY0%
Broker market share
Schedule A broker compensation
50%top
- LOCKTON COMPANIES, LLC50%
- ABD INS. AND FINANCIAL SVCS., INC.50%
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$5.3M
Covered lives4,547
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 | $5.3M | 4,547 | 2025 |
Retirement plans
Welfare plans