Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$309K
- Dental$294K
- Vision$294K
- Life$216K
- Short-term disability$141K
- Long-term disability$141K
Sponsor portfolio
SMITH-ROWE, LLC
EIN 27-3317950constructionLatest filing 2025
Plans
2
Retirement
1
$9.4M assets
Welfare
1
$461K premiums
Participants
671
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $461K premiums / 743 covered livesCarrier market share
Premium dollars by Schedule A carrier
33%top
- AMERITAS LIFE INSURANCE CORP.33%
- AMERICAN HERITAGE LIFE INSURANCE COMPANY33%
- KANSAS CITY LIFE INSURANCE COMPANY31%
- USABLE LIFE3%
Broker market share
Schedule A broker compensation
40%top
- CRAIG PLOCH40%
- PLOCH CRAIG22%
- HUB INTERNATIONAL MIDWEST LIMITED13%
- NORTH AMERICAN BENEFITS CO11%
- FORREST CHARLES8%
- +3 more
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
EMPLOYEES OF SMITH-ROWE, LLC 401K PROFIT SHARING PLAN
401k
Assets$9.4M
Participants363
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#503
SMITH-ROWE, LLC GROUP MEDICAL PLAN
Mixed - AMERITAS LIFE INSURANCE CORP
Premiums$461K
Covered lives743
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | EMPLOYEES OF SMITH-ROWE, LLC 401K PROFIT SHARING PLAN | 401k | $9.4M | 363 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 503 | SMITH-ROWE, LLC GROUP MEDICAL PLAN | Mixed | AMERITAS LIFE INSURANCE CORP | $461K | 743 | 2025 |
Retirement plans
Welfare plans