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Sponsor portfolio

SMC GLOBAL HOLDINGS, INC

EIN 25-0929301-Manufacturing-Latest filing 2025
Plans
4
Retirement
3
$15.6M assets
Welfare
1
$186K premiums
Participants
323
259 EBERL ST - ST MARYS, PA 158571677814-781-7333
Plans on this EIN
4 filings
#003401k-$7.3M - 113 part#001TraditionalDB-$6.2M - 104 part#002TraditionalDB-$2.1M - 44 part#501Mixed-$186K - 62 lives

Retirement portfolio analytics

3 plans aggregated / $15.6M assets / 261 participants

Assets by plan

Share of aggregate retirement assets

47%top
  • PLAN AND TRUST (#003)47%
  • INCOME PLAN B (#001)40%
  • INCOME PLAN A (#002)13%
Total $15.6MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PLAN AND TRUST (#003)113
  • INCOME PLAN B (#001)104
  • INCOME PLAN A (#002)44
Total 261Click row to drill in

Benefits portfolio analytics

1 plan / $186K premiums / 62 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Stop-loss$173K
  • Other$13K
Total $186K2 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
93%top
  • HM LIFE INSURANCE COMPANY93%
  • DEARBORN LIFE INSURANCE COMPANY7%
Total $186K2 slices

Broker market share

Schedule A broker compensation

Split broker
94%top
  • ASSUREDPARTNERS94%
  • ST MARYS INSURANCE AGENCY INC6%
  • AON CONSULTING INC0%
Total $22K3 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#003

SMC GLOBAL HOLDINGS, INC. SAVINGS PLAN AND TRUST

401k

Assets$7.3M
Participants113
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

SMC GLOBAL HOLDINGS, INC. RETIREMENT INCOME PLAN B

TraditionalDB

Assets$6.2M
Participants104
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

SMC GLOBAL HOLDINGS, INC. RETIREMENT INCOME PLAN A

TraditionalDB

Assets$2.1M
Participants44
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

ST. MARYS CARBON GROUP INSURANCE PLAN

Mixed - HM LIFE INSURANCE COMPANY

Premiums$186K
Covered lives62
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans3

Plan #NameTypeAssetsParticipantsLatest year
003SMC GLOBAL HOLDINGS, INC. SAVINGS PLAN AND TRUST401k$7.3M1132025
001SMC GLOBAL HOLDINGS, INC. RETIREMENT INCOME PLAN BTraditionalDB$6.2M1042025
002SMC GLOBAL HOLDINGS, INC. RETIREMENT INCOME PLAN ATraditionalDB$2.1M442025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501ST. MARYS CARBON GROUP INSURANCE PLANMixedHM LIFE INSURANCE COMPANY$186K622025
Retirement plans
Welfare plans
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