Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$959K
- Dental$959K
- Vision$959K
- Short-term disability$44K
- Long-term disability$44K
- Life$23K
- +1 more
Sponsor portfolio
SMARTBUG OPERATING LLC
EIN 26-3244605Latest filing 2025
Plans
2
Retirement
1
$4.9M assets
Welfare
1
$1.0M premiums
Participants
276
3857 BIRCH STREET SUITE 76 - NEWPORT BEACH, CA 92660949-236-6448
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $1.0M premiums / 192 covered livesCarrier market share
Premium dollars by Schedule A carrier
96%top
- ANTHEM LIFE INSURANCE COMPANY96%
- THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA4%
Broker market share
Schedule A broker compensation
49%top
- NAVALI & COMPANY INC49%
- REUBEN WARNER ASSOCIATES, INC.26%
- MARSH & MCLENNAN AGENCY LLC19%
- NAVALI AND COMPANY INC6%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
SMARTBUG OPERATING LLC 401(K) PROFIT SHARING PLAN AND TRUST
401k
Assets$4.9M
Participants160
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502
SMARTBUG OPERATING LLC HEALTH AND WELFARE PLAN
Fully Insured - ANTHEM BLUE CROSS LIFE AND HEALTH INSURANCE COMPANY
Premiums$1.0M
Covered lives192
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | SMARTBUG OPERATING LLC 401(K) PROFIT SHARING PLAN AND TRUST | 401k | $4.9M | 160 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 502 | SMARTBUG OPERATING LLC HEALTH AND WELFARE PLAN | Fully Insured | ANTHEM BLUE CROSS LIFE AND HEALTH INSURANCE COMPANY | $1.0M | 192 | 2025 |
Retirement plans
Welfare plans