Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$348K
- Life$320K
- Short-term disability$320K
- Long-term disability$320K
- Dental$268K
- Vision$31K
Filings through .
McMillan Pazdan Smith, LLC
EIN 27-0813293architecture & planningLatest filing 2025
Plans
2
Retirement
1
$41.6M assets
Health & Benefits
1
$647K premiums
Participants
971
400 AUGUSTA STREET SUITE 200 - GREENVILLE, SC 29601864-679-6276mcmillanpazdansmith.comLinkedIn201-500 employeesarchitecture & planning
Plans on this EIN
2 filingsHealth & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
Benefits portfolio analytics
1 plan / $647K premiums / 630 covered lives
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Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#003
MCMILLAN PAZDAN SMITH, LLC 401(K) PLAN
401(k)
Assets$41.6M
Participants524
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501
MCMILLAN PAZDAN SMITH, LLC HEALTH AND WELFARE BENEFIT PLAN
Mixed - AMERICAN UNITED LIFE INSURANCE COMPANY
Premiums$647K
Covered lives630
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
1 plan on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #003 | MCMILLAN PAZDAN SMITH, LLC 401(K) PLAN | 401(k) | $41.6M | 524 | 2025 |
- #003 · 401(k) · 2025524
Health & Benefits plans
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #501 | MCMILLAN PAZDAN SMITH, LLC HEALTH AND WELFARE BENEFIT PLAN | Mixed | AMERICAN UNITED LIFE INSURANCE COMPANY | $647K | 630 | 2025 |
- #501 · Mixed · AMERICAN UNITED LIFE INSURANCE COMPANY · 2025630
Retirement plans
Health & Benefits plans