PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. G. H. SMART & COMPANY, LLC
Sponsor portfolio

G. H. SMART & COMPANY, LLC

EIN 36-4036593-Professional, Scientific, and Technical Services-Latest filing 2025
Plans
2
Retirement
1
$38.8M assets
Welfare
1
$2.6M premiums
Participants
313
203 N. LASALLE STREET, SUITE 2100 - CHICAGO, IL 60601727-223-4522
Plans on this EIN
2 filings
#001401k-$38.8M - 172 part#501Fully Insured-$2.6M - 266 lives

Benefits portfolio analytics

1 plan / $2.6M premiums / 266 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.4M
  • Prescription drug$2.4M
  • Dental$201K
  • Life$201K
  • Short-term disability$201K
  • Long-term disability$201K
  • +2 more
Total $2.6M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
91%top
  • BLUE CROSS OF CALIFORNIA91%
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY8%
  • VISION SERVICE PLAN1%
Total $2.6M3 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • USI INSURANCE SERVICES LLC100%
Total $115K1 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

G. H. SMART & COMPANY, LLC 401(K) PS PLAN & TRUST

401k

Assets$38.8M
Participants172
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

G. H. SMART & COMPANY, LLC WELFARE BENEFIT PLAN

Fully Insured - BLUECROSS BLUESHIELD OF ILLINOIS

Premiums$2.6M
Covered lives266
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001G. H. SMART & COMPANY, LLC 401(K) PS PLAN & TRUST401k$38.8M1722025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501G. H. SMART & COMPANY, LLC WELFARE BENEFIT PLANFully InsuredBLUECROSS BLUESHIELD OF ILLINOIS$2.6M2662025
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica