Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$1.9M
- Dental$382K
- Other$369K
- Short-term disability$266K
- Life$243K
- Long-term disability$142K
- +2 more
Sponsor portfolio
SMS HOLDINGS CORP
EIN 26-0050650facilities servicesLatest filing 2025
Plans
2
Retirement
1
$8.6M assets
Welfare
1
$3.1M premiums
Participants
5,686
7135 CHARLOTTE PIKE, SUITE 100 - NASHVILLE, TN 37209615-399-1839smsholdings.comLinkedIn10001+ employeesfacilities services
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $3.1M premiums / 1,229 covered livesCarrier market share
Premium dollars by Schedule A carrier
44%top
- KAISER FOUNDATION HEALTH PLAN INC44%
- DELTA DENTAL OF CALIFORNIA12%
- THE LINCOLN NATIONAL LIFE INSURANCE COMPANY12%
- HAWAII MEDICAL SERVICE ASSOCIATION11%
- HARTFORD LIFE AND ACCIDENT7%
- +3 more
Broker market share
Schedule A broker compensation
98%top
- BROWN & BROWN INSURANCE SERVICES98%
- GROUP INSURANCE SERVICES INC1%
- LOCKTON COMPANIES, LLC1%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
SMS HOLDINGS CORP. 401(K) SAVINGS PLAN
401k
Assets$8.6M
Participants4,219
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502
SMS HOLDINGS CORP EMPLOYEE BENEFITS PLAN
Fully Insured - KAISER FOUNDATION HEALTH PLAN INC
Premiums$3.1M
Covered lives1,229
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | SMS HOLDINGS CORP. 401(K) SAVINGS PLAN | 401k | $8.6M | 4,219 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 502 | SMS HOLDINGS CORP EMPLOYEE BENEFITS PLAN | Fully Insured | KAISER FOUNDATION HEALTH PLAN INC | $3.1M | 1,229 | 2025 |
Retirement plans
Welfare plans