Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Dental$310K
- Vision$310K
- Life$310K
- Short-term disability$310K
- Long-term disability$310K
- Other$310K
- +2 more
Filings through .
Sponsor portfolio
Smartbiz Bank, N.A.
EIN 20-4525937Administrative and Support and Waste Management and Remediation ServicesLatest filing 2025
Plans
2
Retirement
1
$12.5M assets
Welfare
1
$387K premiums
Participants
371
50 FRANCISCO STREET, SUITE 205 - SAN FRANCISCO, CA 94133415-737-5154
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $387K premiums / 152 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
FORUS 401(K)
401(k)
Assets$12.5M
Participants248
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
SMARTBIZ BANK, N.A. EMPLOYEE HEALTH AND WELFARE BENEFITS PLAN
Fully insured - THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
Premiums$387K
Covered lives152
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | FORUS 401(K) | 401(k) | $12.5M | 248 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | SMARTBIZ BANK, N.A. EMPLOYEE HEALTH AND WELFARE BENEFITS PLAN | Fully insured | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | $387K | 152 | 2025 |
Retirement plans
Welfare plans