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Sponsor portfolioTH

SMITHERS OASIS COMPANY

EIN 34-1536399-consumer goods-Latest filing 2025
Plans
2
Retirement
1
$42.1M assets
Welfare
1
$271K premiums
Participants
598
295 SOUTH WATER STREET, SUITE 201 - KENT, OH 44240330-673-5831smithersoasis.comLinkedIn501-1000 employeesconsumer goods
Plans on this EIN
2 filings
#002401k-$42.1M - 340 part#510Mixed-$271K - 258 lives

Benefits portfolio analytics

1 plan / $271K premiums / 258 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$271K
  • Vision$265K
  • Life$265K
  • Long-term disability$265K
Total $271K4 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
98%top
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA98%
  • ESI EMPLOYEE ASSISTANCE GROUP2%
Total $271K2 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • MARSH & MCLENNAN AGENCY LLC100%
Total $33K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

SMITHERS-OASIS COMPANY RETIREMENT SAVINGS PLAN

401k

Assets$42.1M
Participants340
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#510

SMITHERS OASIS COMPANY EMPLOYEE BENEFITS PLAN

Mixed - THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA

Premiums$271K
Covered lives258
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002SMITHERS-OASIS COMPANY RETIREMENT SAVINGS PLAN401k$42.1M3402024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
510SMITHERS OASIS COMPANY EMPLOYEE BENEFITS PLANMixedTHE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA$271K2582025
Retirement plans
Welfare plans
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