Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$799K
- Prescription drug$799K
- Life$400K
- Other$400K
- Long-term disability$291K
- Dental$102K
Sponsor portfolio
SMITHGROUP, INC.
EIN 38-2247428Latest filing 2025
Plans
2
Retirement
1
$335.3M assets
Welfare
1
$1.6M premiums
Participants
3,894
500 GRISWOLD ST., SUITE 1700 - DETROIT, MI 48226313-983-3600
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $1.6M premiums / 1,580 covered livesCarrier market share
Premium dollars by Schedule A carrier
50%top
- KAISER FOUNDATION HEALTH PLAN INC50%
- THE LINCOLN NATIONAL LIFE INSURANCE COMPANY43%
- DELTA DENTAL OF CALIFORNIA6%
- HARTFORD LIFE AND ACCIDENT0%
Broker market share
Schedule A broker compensation
100%top
- MARSH & MCLENNAN AGENCY LLC100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
THE SMITHGROUP RETIREMENT ACCUMULATION PLAN
401k
Assets$335.3M
Participants2,279
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
SMITHGROUP, INC. WELFARE BENEFIT PLAN
Fully Insured - KAISER FOUNDATION HEALTH PLAN INC
Premiums$1.6M
Covered lives1,580
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | THE SMITHGROUP RETIREMENT ACCUMULATION PLAN | 401k | $335.3M | 2,279 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | SMITHGROUP, INC. WELFARE BENEFIT PLAN | Fully Insured | KAISER FOUNDATION HEALTH PLAN INC | $1.6M | 1,580 | 2025 |
Retirement plans
Welfare plans