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Sponsor portfolio

SMITH MECHANICAL, INC.

EIN 33-1007374-construction-Latest filing 2025
Plans
2
Retirement
1
$4.3M assets
Welfare
1
$60K premiums
Participants
290
9195 RED BRANCH RD - COLUMBIA, MD 210452013410-992-9570smithmech.comLinkedIn51-200 employeesconstruction
Plans on this EIN
2 filings
#001401k-$4.3M - 190 part#501Fully Insured-$60K - 108 lives

Benefits portfolio analytics

1 plan / $60K premiums / 108 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$35K
  • Short-term disability$25K
Total $60K2 rows

Carrier market share

Premium dollars by Schedule A carrier

Bundled
100%top
  • RELIANCE STANDARD LIFE INSURANCE COMPANY100%
Total $60K1 slice

Broker market share

Schedule A broker compensation

Split broker
74%top
  • KELLY & ASSOCIATES INSURANCE GROUP74%
  • THE METZLER GROUP, INC26%
Total $11K2 slices

Plan deep-dives

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

SMITH MECHANICAL 401(K) PROFIT SHARING PLAN

401k

Assets$4.3M
Participants190
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

SMITH MECHANICAL, INC. FLEXIBLE BENEFIT PLAN

Fully Insured - RELIANCE STANDARD LIFE INSURANCE COMPANY

Premiums$60K
Covered lives108
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001SMITH MECHANICAL 401(K) PROFIT SHARING PLAN401k$4.3M1902024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501SMITH MECHANICAL, INC. FLEXIBLE BENEFIT PLANFully InsuredRELIANCE STANDARD LIFE INSURANCE COMPANY$60K1082025
Retirement plans
Welfare plans
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