Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$5.3M
- Life$5.1M
- Short-term disability$5.1M
- Long-term disability$5.1M
- Health$3.4M
Sponsor portfolio
WORKSMART SYSTEMS, INC.
EIN 35-2060071human resourcesLatest filing 2024
Plans
2
Retirement
1
$327.7M assets
Welfare
1
$8.7M premiums
Participants
17,281
8531 BASH STREET - INDIANAPOLIS, IN 46250317-585-7870worksmartpeo.comLinkedIn11-50 employeeshuman resources
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $8.7M premiums / 15,631 covered livesCarrier market share
Premium dollars by Schedule A carrier
72%top
- METROPOLITAN LIFE INSURANCE COMPANY72%
- UNITED HEALTHCARE INSURANCE COMPANY28%
- HEALTH AND HUMAN RESOURCE CENTER0%
Broker market share
Schedule A broker compensation
88%top
- WHARTON INSURANCE & FINANCIAL SERV88%
- PHRI LLC8%
- WHARTON BENEFITS INC3%
- ROGERS BENEFIT GROUP INC1%
- HEALTH AND HUMAN RESOURCE CENTER0%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
WORKSMART SYSTEMS, INC. 401(K)PROFIT SHARING PLAN AND TRUST
401k
Assets$327.7M
Participants7,594
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502
WORKSMART SYSTEMS, INC. HEALTH BENEFITS PLAN
Mewa - METROPOLITAN LIFE INSURANCE COMPANY
Premiums$8.7M
Covered lives15,631
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | WORKSMART SYSTEMS, INC. 401(K)PROFIT SHARING PLAN AND TRUST | 401k | $327.7M | 7,594 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 502 | WORKSMART SYSTEMS, INC. HEALTH BENEFITS PLAN | Mewa | METROPOLITAN LIFE INSURANCE COMPANY | $8.7M | 15,631 | 2024 |
Retirement plans
Welfare plans