Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Life$37K
- Long-term disability$25K
- Vision$19K
- Other$5K
Filings through .
Top hat
R.A. Smith, Inc.
EIN 39-1318572Professional, Scientific, and Technical ServicesLatest filing 2025
Plans
6
Retirement
1
$64.2M assets
Health & Benefits
5
$86K premiums
Participants
1,245
16745 WEST BLUEMOUND ROAD, SUITE 200 - BROOKFIELD, WI 53005262-317-3347
Health & Benefits portfolio - carriers, brokers and premium across this company's 5 health and benefits plans.
Benefits portfolio analytics
5 plans / $86K premiums / 702 covered lives
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Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#001
R.A. SMITH, INC. 401(K) PLAN
401(k)
Assets$64.2M
Participants303
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#504
R.A. SMITH, INC. LIFE & DEPENDENT LIFE INSURANCE
Fully insured - LIFE INSURANCE COMPANY OF NORTH AMERICA
Premiums$37K
Covered lives195
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#503
R.A. SMITH, INC. LTD
Fully insured - LIFE INSURANCE COMPANY OF NORTH AMERICA
Premiums$25K
Covered lives195
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#501
R.A. SMITH, INC. DENTAL & HEALTH CARE PLAN
Mixed - WYSSTA INSURANCE COMPANY INC.
Premiums$19K
Covered lives117
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#505
R.A. SMITH, INC. AD&D
Fully insured - LIFE INSURANCE COMPANY OF NORTH AMERICA
Premiums$5K
Covered lives195
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#502
R.A. SMITH, INC. STD
Self-funded
Premiums$0
Covered lives0
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
1 plan on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | R.A. SMITH, INC. 401(K) PLAN | 401(k) | $64.2M | 303 | 2025 |
- #001 · 401(k) · 2025303
Health & Benefits plans
5 plans on this EIN
| 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 |
- #504 · Fully insured · LIFE INSURANCE COMPANY OF NORTH AMERICA · 2025195
- #503 · Fully insured · LIFE INSURANCE COMPANY OF NORTH AMERICA · 2025195
- #501 · Mixed · WYSSTA INSURANCE COMPANY INC. · 2025117
- #505 · Fully insured · LIFE INSURANCE COMPANY OF NORTH AMERICA · 2025195
- #502 · Self-funded · 20250
Retirement plans
Health & Benefits plans