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Sponsor portfolio

SMILEY LIFTING SOLUTIONS, LLC

EIN 26-0816124-construction-Latest filing 2025
Plans
2
Retirement
1
$7.3M assets
Welfare
1
$2.3M premiums
Participants
432
5326 WEST MOHAVE STREET - PHOENIX, AZ 85043623-215-1000smileyliftingsolutions.comLinkedIn51-200 employeesconstruction
Plans on this EIN
2 filings
#001401k-$7.3M - 209 part#501Fully Insured-$2.3M - 386 lives

Benefits portfolio analytics

1 plan / $2.3M premiums / 386 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.1M
  • Dental$206K
  • Life$206K
  • Long-term disability$206K
  • Other$206K
Total $2.3M5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
91%top
  • BLUE CROSS OF CALIFORNIA91%
  • KANSAS CITY LIFE INSURANCE COMPANY9%
Total $2.3M2 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • WILLIAM HOWE100%
Total $123K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

SMILEY LIFTING SOLUTIONS, LLC

401k

Assets$7.3M
Participants209
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

SMILEY LIFTING SOLUTIONS, LLC EMPLOYEE BENEFITS PLAN

Fully Insured - BLUE CROSS BLUE SHIELD OF ARIZONA

Premiums$2.3M
Covered lives386
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001SMILEY LIFTING SOLUTIONS, LLC401k$7.3M2092024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501SMILEY LIFTING SOLUTIONS, LLC EMPLOYEE BENEFITS PLANFully InsuredBLUE CROSS BLUE SHIELD OF ARIZONA$2.3M3862025
Retirement plans
Welfare plans
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