Sponsor portfolioTH

SOCIETY OF MANUFACTURING ENGINEERS

EIN 38-0298770Other Services (except Public Administration)Latest filing 2025

Plans

Retirement

$57.2M assets

Welfare

$3.1M premiums

Participants

669

1000 TOWN CENTER, SUITE 1910 - SOUTHFIELD, MI 48075313-425-3000

Plans on this EIN

3 filings

#002403b-$43.7M - 356 part #001TraditionalDB-$13.5M - 91 part #501Mixed-$3.1M - 383 lives

Retirement portfolio analytics

2 plans aggregated / $57.2M assets / 447 participants

Assets by plan

Share of aggregate retirement assets

76%top

Participants by plan

Active + retired + deferred vested

Benefits portfolio analytics

1 plan / $3.1M premiums / 383 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

Health$2.8M
Prescription drug$2.8M
Dental$182K
Other$88K
Life$86K
Long-term disability$86K
+1 more

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor

90%top

BLUE CROSS OF CALIFORNIA90%
DELTA DENTAL OF CALIFORNIA6%
UNUM LIFE INSURANCE COMPANY OF AMERICA3%
EYEMED VISION CARE1%
ZURICH AMERICAN INSURANCE COMPANY0%

Broker market share

Schedule A broker compensation

Split broker

65%top

KATHLEEN C WOOD65%
KAPNICK & COMPANY, INC.27%
CENTRO BENEFITS RESEARCH LLC7%
BALLARD FINANCIAL LLC0%
W F HILL AND ASSOCIATES INC0%
+1 more

Plan deep-dives

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

Retirement#002

SME EMPLOYEE SAVINGS PLAN

403b

Assets$43.7M

Participants356

Inside the deep dive

Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers

Open plan deep dive

Retirement#001