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  2. SMS GROUP INC.
Sponsor portfolio

SMS GROUP INC.

EIN 25-0912177-machinery-Latest filing 2025
Plans
2
Retirement
1
$167.0M assets
Welfare
1
$1.0M premiums
Participants
2,490
100 SANDUSKY STREET - PITTSBURGH, PA 15212412-231-1200sms-group.usLinkedIn501-1000 employeesmachinery
Plans on this EIN
2 filings
#007401k-$167.0M - 1,583 part#501Mixed-$1.0M - 1,112 lives

Benefits portfolio analytics

1 plan / $1.0M premiums / 1,112 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Short-term disability$929K
  • Other$929K
  • Long-term disability$929K
  • Vision$117K
Total $1.0M4 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
89%top
  • SUN LIFE ASSURANCE COMPANY OF CANADA89%
  • LIFE INSURANCE COMPANY OF NORTH AMERICA11%
Total $1.0M2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#007

SMS GROUP 401(K) SAVINGS PLAN

401k

Assets$167.0M
Participants1,583
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

SMS GROUP, INC. HEALTH AND WELFARE PLAN

Mixed - SUN LIFE ASSURANCE COMPANY OF CANADA

Premiums$1.0M
Covered lives1,112
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
007SMS GROUP 401(K) SAVINGS PLAN401k$167.0M1,5832024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501SMS GROUP, INC. HEALTH AND WELFARE PLANMixedSUN LIFE ASSURANCE COMPANY OF CANADA$1.0M1,1122025
Retirement plans
Welfare plans
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