Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Life$6.0M
- Other$5.9M
- Long-term disability$5.9M
- Health$2.1M
Sponsor portfolioTH
SHEET METAL, AIR, RAIL, AND TRANSPORTATION (SMART)
EIN 34-1031303civic & social organizationLatest filing 2024
Plans
5
Retirement
0
Welfare
5
$8.1M premiums
Participants
52,642
6060 ROCKSIDE WOODS BLVD N, STE 325 - INDEPENDENCE, OH 44131216-228-9400LinkedIn10001+ employeescivic & social organization
Benefits portfolio analytics
5 plans / $8.1M premiums / 5,832 covered livesCarrier market share
Premium dollars by Schedule A carrier
72%top
- SUN LIFE ASSURANCE COMPANY OF CANADA72%
- UNITEDHEALTHCARE INSURANCE COMPANY26%
- SECURIAN LIFE INSURANCE COMPANY1%
- LIFE INSURANCE COMPANY OF NORTH AMERICA0%
Broker market share
Schedule A broker compensation
100%top
- STEALTH PARTNER GROUP LLC100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Welfare#506
SMART GROUP VSTD PLAN AND TRUST
Mixed - SUN LIFE ASSURANCE COMPANY OF CANADA
Premiums$5.9M
Covered lives4,604
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#507
SMART TRANSPORTATION DIVISION STAFF RETIREE HEALTH
Fully Insured - UNITED HEALTH CARE INSURANCE COMPANY
Premiums$2.1M
Covered lives237
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#505
GROUP LIFE INSURANCE PLAN
Fully Insured - MINNESOTA LIFE INSURANCE COMPANY
Premiums$122K
Covered lives922
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#501
ACCIDENTAL DEATH AND DISMEMBERMENT
Fully Insured - LIFE INSURANCE COMPANY OF NORTH AMERICA
Premiums$7K
Covered lives69
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502
SMART DISCIPLINE/INCOME PROTECTION PROGRAM
Unknown
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare plans5
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 506 | SMART GROUP VSTD PLAN AND TRUST | Mixed | SUN LIFE ASSURANCE COMPANY OF CANADA | $5.9M | 4,604 | 2024 | |
| 507 | SMART TRANSPORTATION DIVISION STAFF RETIREE HEALTH | Fully Insured | UNITED HEALTH CARE INSURANCE COMPANY | $2.1M | 237 | 2024 | |
| 505 | GROUP LIFE INSURANCE PLAN | Fully Insured | MINNESOTA LIFE INSURANCE COMPANY | $122K | 922 | 2024 | |
| 501 | ACCIDENTAL DEATH AND DISMEMBERMENT | Fully Insured | LIFE INSURANCE COMPANY OF NORTH AMERICA | $7K | 69 | 2024 | |
| 502 | SMART DISCIPLINE/INCOME PROTECTION PROGRAM | Unknown | - | $0 | 0 | 2024 |
Retirement plans
Welfare plans