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Sponsor portfolio

SMARTLY.IO SOLUTIONS, INC.

EIN 35-2551013-Professional, Scientific, and Technical Services-Latest filing 2024
Plans
2
Retirement
1
$6.8M assets
Welfare
1
$270K premiums
Participants
334
101 GREENWICH ST 24TH FLOOR - NEW YORK, NY 10006929-266-8759
Plans on this EIN
2 filings
#001401k-$6.8M - 192 part#501Fully Insured-$270K - 251 lives

Benefits portfolio analytics

1 plan / $270K premiums / 251 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$127K
  • Life$126K
  • Short-term disability$126K
  • Long-term disability$126K
  • Dental$70K
  • Health$62K
  • +2 more
Total $270K8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
46%top
  • HARTFORD LIFE AND ACCIDENT46%
  • DELTA DENTAL OF CALIFORNIA26%
  • KAISER FOUNDATION HEALTH PLAN INC23%
  • EYEMED VISION CARE4%
  • LEGALPLANS, USA1%
Total $270K5 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • ALLIANT INSURANCE SERVICES, INC.100%
Total $28K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

SMARTLY 401(K) PLAN

401k

Assets$6.8M
Participants192
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

SMARTLY.IO SOLUTIONS, INC WELFARE BENEFIT PLAN

Fully Insured - HARTFORD LIFE AND ACCIDENT

Premiums$270K
Covered lives251
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001SMARTLY 401(K) PLAN401k$6.8M1922024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501SMARTLY.IO SOLUTIONS, INC WELFARE BENEFIT PLANFully InsuredHARTFORD LIFE AND ACCIDENT$270K2512024
Retirement plans
Welfare plans
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