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Sponsor portfolio

SMITH SENIOR LIVING

EIN 36-4335178-hospital & health care-Latest filing 2025
Plans
2
Retirement
1
$16.7M assets
Welfare
1
$2.8M premiums
Participants
885
2320 W. 113TH PLACE, SUITE 1335 - CHICAGO, IL 60643773-474-7355smithseniorliving.orgLinkedIn201-500 employeeshospital & health care
Plans on this EIN
2 filings
#003401k-$16.7M - 606 part#502Fully Insured-$2.8M - 286 lives

Benefits portfolio analytics

1 plan / $2.8M premiums / 286 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.7M
  • Life$43K
  • Long-term disability$43K
  • Other$43K
  • Dental$30K
  • Vision$16K
Total $2.8M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
97%top
  • BLUE CROSS OF CALIFORNIA97%
  • UNITED OF OMAGA LIFE INSURANCE COMPANY2%
  • DELTA DENTAL OF CALIFORNIA1%
  • EYEMED VISION CARE1%
Total $2.8M4 slices

Broker market share

Schedule A broker compensation

Split broker
99%top
  • AXION RMS LTD99%
  • WATCHTOWER BENEFITS, LLC1%
  • THREE FLOW0%
Total $130K3 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#003

SMITH SENIOR LIVING 401(K) PLAN

401k

Assets$16.7M
Participants606
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

SMITH SENIOR LIVING WELFARE BENEFITS PLAN

Fully Insured - BLUE CROSS BLUE SHIELD OF ILLINOIS

Premiums$2.8M
Covered lives286
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
003SMITH SENIOR LIVING 401(K) PLAN401k$16.7M6062025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
502SMITH SENIOR LIVING WELFARE BENEFITS PLANFully InsuredBLUE CROSS BLUE SHIELD OF ILLINOIS$2.8M2862025
Retirement plans
Welfare plans
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