Carrier market share
Premium dollars by Schedule A carrier
100%top
- PRINCIPAL LIFE INSURANCE COMPANY100%
Sponsor portfolio
SMA, LLC
EIN 35-2464780ConstructionLatest filing 2025
Plans
2
Retirement
1
$3.6M assets
Welfare
1
$38K premiums
Participants
224
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $38K premiums / 110 covered livesBundled
Broker market share
Schedule A broker compensation
69%top
- MARSH & MCLENNAN AGENCY LLC69%
- GIS BENEFITS INC31%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
SMA, LLC 401(K) PROFIT SHARING PLAN
401k
Assets$3.6M
Participants114
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
SMA, LLC STD PLAN
Fully Insured - PRINCIPAL LIFE INSURANCE COMPANY
Premiums$38K
Covered lives110
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | SMA, LLC 401(K) PROFIT SHARING PLAN | 401k | $3.6M | 114 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | SMA, LLC STD PLAN | Fully Insured | PRINCIPAL LIFE INSURANCE COMPANY | $38K | 110 | 2025 |
Retirement plans
Welfare plans