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Sponsor portfolioTH

SMILEBUILDERZ, LLC

EIN 20-3167069-health, wellness and fitness-Latest filing 2025
Plans
3
Retirement
1
$5.0M assets
Welfare
2
$405K premiums
Participants
590
204 BUTLER AVENUE, SUITE 103 - LANCASTER, PA 17601717-481-7645smilebuilderz.comLinkedIn51-200 employeeshealth, wellness and fitness
Plans on this EIN
3 filings
#001401k-$5.0M - 298 part#502Self Funded-$307K - 12 lives#501Fully Insured-$98K - 211 lives

Benefits portfolio analytics

2 plans / $405K premiums / 223 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Stop-loss$307K
  • Dental$51K
  • Vision$51K
  • Life$51K
  • Other$51K
  • Short-term disability$28K
  • +1 more
Total $405K7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
76%top
  • HM LIFE INSURANCE COMPANY76%
  • PRINCIPAL LIFE INSURANCE COMPANY13%
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY12%
  • TELADOC0%
Total $405K4 slices

Broker market share

Schedule A broker compensation

Split broker
65%top
  • AP BENEFIT ADVISORS, LLC65%
  • GIS BENEFITS INC27%
  • ASSUREDPARTNERS8%
Total $21K3 slices

Plan deep-dives

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

SMILEBUILDERZ, LLC 401(K) PLAN

401k

Assets$5.0M
Participants298
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

SMILEBUILDERZ LLC GROUP MEDICAL PLAN

Self Funded - HM LIFE INSURANCE COMPANY

Premiums$307K
Covered lives12
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#501

SMILEBUILDERZ LLC EMPLOYEE BENEFIT PLAN

Fully Insured - PRINCIPAL LIFE INSURANCE COMPANY

Premiums$98K
Covered lives211
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001SMILEBUILDERZ, LLC 401(K) PLAN401k$5.0M2982025

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
502SMILEBUILDERZ LLC GROUP MEDICAL PLANSelf FundedHM LIFE INSURANCE COMPANY$307K122025
501SMILEBUILDERZ LLC EMPLOYEE BENEFIT PLANFully InsuredPRINCIPAL LIFE INSURANCE COMPANY$98K2112025
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