PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. SMART MOTORS, INC.
Sponsor portfolioTH

SMART MOTORS, INC.

EIN 39-0977617-automotive-Latest filing 2024
Plans
2
Retirement
1
$6.6M assets
Welfare
1
$172K premiums
Participants
377
5901 ODANA ROAD - MADISON, WI 53719608-316-7711smarttoyota.comLinkedIn201-500 employeesautomotive
Plans on this EIN
2 filings
#002401k-$6.6M - 377 part#510Mixed-$172K - 210 lives

Benefits portfolio analytics

1 plan / $172K premiums / 210 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$113K
  • Other$35K
  • Long-term disability$25K
  • Life$24K
Total $172K4 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
65%top
  • DEAN HEALTH PLAN INC65%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY35%
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY0%
Total $172K3 slices

Broker market share

Schedule A broker compensation

Split broker
67%top
  • M3 INSURANCE SOLUTIONS INC67%
  • UNITED OF OMAHA LIFE INSURANCE CO26%
  • WATCHTOWER BENEFITS, LLC7%
  • WISCONSIN MEDICAL SOCIETY INSU0%
Total $11K4 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

SMART MOTORS, INC. 401(K) SAVINGS PLAN

401k

Assets$6.6M
Participants377
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#510

SMART MOTORS WRAP PLAN

Mixed - DEAN HEALTH PLAN INC

Premiums$172K
Covered lives210
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002SMART MOTORS, INC. 401(K) SAVINGS PLAN401k$6.6M3772024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
510SMART MOTORS WRAP PLANMixedDEAN HEALTH PLAN INC$172K2102024
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