Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$471K
- Dental$289K
- Vision$289K
- Life$182K
- Long-term disability$182K
Sponsor portfolio
SMITH BROTHERS OF BERNE, INC
EIN 35-0663407furnitureLatest filing 2025
Plans
5
Retirement
1
$22.5M assets
Welfare
4
$471K premiums
Participants
1,634
356 MONROE ST - BERNE, IN 467111265260-589-2131smithbrothersfurniture.comLinkedIn501-1000 employeesfurniture
Benefits portfolio analytics
4 plans / $471K premiums / 1,104 covered livesCarrier market share
Premium dollars by Schedule A carrier
61%top
- PRINCIPAL LIFE INSURANCE COMPANY61%
- AMERICAN UNITED LIFE INSURANCE COMPANY39%
Broker market share
Schedule A broker compensation
91%top
- ONI RISK PARTNERS INC91%
- HYLANT GROUP INC9%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
SMITH BROTHERS OF BERNE RETIREMENT PLAN
401k
Assets$22.5M
Participants515
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502
SMITH BROTHERS OF BERNE, INC. GROUP VOLUNTARY BENEFITS PLAN
Fully Insured - PRINCIPAL LIFE INSURANCE COMPANY
Premiums$289K
Covered lives622
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#504
SMITH BROTHERS OF BERNE, INC. GROUP LIFE PLAN
Fully Insured - AMERICAN UNITED LIFE INSURANCE COMPANY
Premiums$182K
Covered lives482
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#501
SMITH BROTHERS OF BERNE, INC. GROUP MEDICAL PLAN
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#508
SMITH BROTHERS OF BERNE, INC. GROUP FLEX PLAN
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | SMITH BROTHERS OF BERNE RETIREMENT PLAN | 401k | $22.5M | 515 | 2024 |
Welfare plans4
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 502 | SMITH BROTHERS OF BERNE, INC. GROUP VOLUNTARY BENEFITS PLAN | Fully Insured | PRINCIPAL LIFE INSURANCE COMPANY | $289K | 622 | 2025 | |
| 504 | SMITH BROTHERS OF BERNE, INC. GROUP LIFE PLAN | Fully Insured | AMERICAN UNITED LIFE INSURANCE COMPANY | $182K | 482 | 2025 | |
| 501 | SMITH BROTHERS OF BERNE, INC. GROUP MEDICAL PLAN | Self Funded | - | $0 | 0 | 2025 | |
| 508 | SMITH BROTHERS OF BERNE, INC. GROUP FLEX PLAN | Self Funded | - | $0 | 0 | 2024 |
Retirement plans
Welfare plans