Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Life$37K
- Long-term disability$25K
- Vision$19K
- Other$5K
Sponsor portfolioTH
R.A. SMITH, INC.
EIN 39-1318572Latest filing 2025
Plans
6
Retirement
1
$55.9M assets
Welfare
5
$86K premiums
Participants
1,241
16745 W. BLUEMOUND ROAD, SUITE 200 - BROOKFIELD, WI 53005262-317-3347
Benefits portfolio analytics
5 plans / $86K premiums / 702 covered livesCarrier market share
Premium dollars by Schedule A carrier
78%top
- LIFE INSURANCE COMPANY OF NORTH AMERICA78%
- THE LINCOLN NATIONAL LIFE INSURANCE COMPANY22%
Broker market share
Schedule A broker compensation
100%top
- WILLIS TOWERS WATSON US 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
R.A. SMITH, INC. 401(K) PLAN
401k
Assets$55.9M
Participants299
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#504
R.A. SMITH, INC. LIFE & DEPENDENT LIFE INSURANCE
Fully Insured - LIFE INSURANCE COMPANY OF NORTH AMERICA
Premiums$37K
Covered lives195
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#503
R.A. SMITH, INC. LTD
Fully Insured - LIFE INSURANCE COMPANY OF NORTH AMERICA
Premiums$25K
Covered lives195
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#501
R.A. SMITH, INC. DENTAL & HEALTH CARE PLAN
Mixed - WYSSTA INSURANCE COMPANY INC.
Premiums$19K
Covered lives117
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#505
R.A. SMITH, INC. AD&D
Fully Insured - LIFE INSURANCE COMPANY OF NORTH AMERICA
Premiums$5K
Covered lives195
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502
R.A. SMITH, INC. STD
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | R.A. SMITH, INC. 401(K) PLAN | 401k | $55.9M | 299 | 2024 |
Welfare plans5
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 504 | R.A. SMITH, INC. LIFE & DEPENDENT LIFE INSURANCE | Fully Insured | LIFE INSURANCE COMPANY OF NORTH AMERICA | $37K | 195 | 2025 | |
| 503 | R.A. SMITH, INC. LTD | Fully Insured | LIFE INSURANCE COMPANY OF NORTH AMERICA | $25K | 195 | 2025 | |
| 501 | R.A. SMITH, INC. DENTAL & HEALTH CARE PLAN | Mixed | WYSSTA INSURANCE COMPANY INC. | $19K | 117 | 2025 | |
| 505 | R.A. SMITH, INC. AD&D | Fully Insured | LIFE INSURANCE COMPANY OF NORTH AMERICA | $5K | 195 | 2025 | |
| 502 | R.A. SMITH, INC. STD | Self Funded | - | $0 | 0 | 2025 |
Retirement plans
Welfare plans