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  2. SMITHS GROUP SERVICES CORPORATION
Sponsor portfolioTH

SMITHS GROUP SERVICES CORPORATION

EIN 22-3015350-Manufacturing-Latest filing 2024
Plans
3
Retirement
2
$1.24B assets
Welfare
1
$4.0M premiums
Participants
15,708
25 MASSACHUSETTS AVE NW SUITE 120 - WASHINGTON, DC 200011430
Plans on this EIN
3 filings
#002401k-$1.00B - 9,037 part#001CashBalance-$236.4M - 3,455 part#501Fully Insured-$4.0M - 3,521 lives

Retirement portfolio analytics

2 plans aggregated / $1.24B assets / 12,492 participants

Assets by plan

Share of aggregate retirement assets

81%top
  • GROUP INCENTIVE Savings (#002)81%
  • SMITHS GROUP PENSION (#001)19%
Total $1.24BClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • GROUP INCENTIVE Savings (#002)9,037
  • SMITHS GROUP PENSION (#001)3,455
Total 12,492Click row to drill in

Benefits portfolio analytics

1 plan / $4.0M premiums / 3,521 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$3.2M
  • Life$2.8M
  • Short-term disability$2.8M
  • Long-term disability$2.8M
  • Health$796K
  • Vision$182K
  • +1 more
Total $4.0M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
69%top
  • PRUDENTIAL INSURANCE COMPANY OF AMERICA69%
  • BLUE CROSS OF CALIFORNIA14%
  • AFLAC12%
  • AETNA LIFE INSURANCE COMPANY3%
  • HAWAII MEDICAL SERVICE ASSOCIATION2%
  • +1 more
Total $4.0M6 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • WILLIS TOWERS WATSON US LLC100%
Total $541K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

SMITHS GROUP INCENTIVE SAVINGS PLAN

401k

Assets$1.00B
Participants9,037
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

SMITHS GROUP PENSION PLAN

CashBalance

Assets$236.4M
Participants3,455
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

SMITHS GROUP SERVICES CORPORATION WELFARE PLAN

Fully Insured - PRUDENTIAL INSURANCE COMPANY OF AMERICA

Premiums$4.0M
Covered lives3,521
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002SMITHS GROUP INCENTIVE SAVINGS PLAN401k$1.00B9,0372024
001SMITHS GROUP PENSION PLANCashBalance$236.4M3,4552024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501SMITHS GROUP SERVICES CORPORATION WELFARE PLANFully InsuredPRUDENTIAL INSURANCE COMPANY OF AMERICA$4.0M3,5212024
Retirement plans
Welfare plans
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