Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Life$3K
- Other$3K
Sponsor portfolio
SMC MANAGEMENT, INC.
EIN 27-1119051management consultingLatest filing 2025
Plans
2
Retirement
1
$2.7M assets
Welfare
1
$3K premiums
Participants
253
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $3K premiums / 141 covered livesCarrier market share
Premium dollars by Schedule A carrier
100%top
- THE LINCOLN NATIONAL LIFE INSURANCE COMPANY100%
Broker market share
Schedule A broker compensation
100%top
- PRO BENEFITS PLUS100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
SMC MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN
401k
Assets$2.7M
Participants112
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
SMC MANAGEMENT, INC
Fully Insured - THE LINCOLN NATIONAL LIFE
Premiums$3K
Covered lives141
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | SMC MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN | 401k | $2.7M | 112 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | SMC MANAGEMENT, INC | Fully Insured | THE LINCOLN NATIONAL LIFE | $3K | 141 | 2025 |
Retirement plans
Welfare plans