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  2. Smarty LLC
  • Benefits analytics
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Filings through Oct 24, 2026.

Smarty LLC

EIN 20-8026185-computer software-Latest filing 2025
Plans
2
Retirement
1
$6.0M assets
Health & Benefits
1
$2.9M premiums
Participants
264
3214 N UNIVERSITY AVE, #409 - PROVO, UT 84604801-225-5048smarty.comLinkedIn51-200 employeescomputer software
Plans on this EIN
2 filings
#001401(k)-$6.0M - 148 part#501Fully insured-$2.9M - 401 lives

Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.

Benefits portfolio analytics

1 plan / $2.9M premiums / 401 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.7M
  • Dental$169K
  • Life$169K
  • Long-term disability$169K
  • Vision$13K
  • Short-term disability$8K
  • +1 more
Total $2.9M7 rows
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Plan summaries

Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.

Retirement#001

SMARTY 401(K) PLAN

401(k)

Assets$6.0M
Participants148
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501

SMARTY HEALTH & WELFARE BENEFIT PLAN

Fully insured - SELECTHEALTH

Premiums$2.9M
Covered lives401
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001SMARTY 401(K) PLAN401(k)$6.0M1482025
  • SMARTY 401(K) PLAN$6.0M
    #001 · 401(k) · 2025148

Health & Benefits plans

1 plan on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#501SMARTY HEALTH & WELFARE BENEFIT PLANFully insuredSELECTHEALTH$2.9M4012025
  • SMARTY HEALTH & WELFARE BENEFIT PLAN$2.9M
    #501 · Fully insured · SELECTHEALTH · 2025401
Retirement plans
Health & Benefits plans

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  2. Plan summaries
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