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  2. SM ENERGY COMPANY
Sponsor portfolioTH

SM ENERGY COMPANY

EIN 41-0518430-oil & energy-Latest filing 2025
Plans
3
Retirement
2
$289.9M assets
Welfare
1
$1.2M premiums
Participants
1,935
1700 LINCOLN ST. STE 3200 - DENVER, CO 80203303-861-8140sm-energy.comLinkedIn501-1000 employeesoil & energy
Plans on this EIN
3 filings
#003401k-$229.9M - 889 part#001TraditionalDB-$60.0M - 374 part#501Mixed-$1.2M - 704 lives

Retirement portfolio analytics

2 plans aggregated / $289.9M assets / 1,263 participants

Assets by plan

Share of aggregate retirement assets

79%top
  • PROFIT SHARING PLAN (#003)79%
  • SM ENERGY COMPANY (#001)21%
Total $289.9MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#003)889
  • SM ENERGY COMPANY (#001)374
Total 1,263Click row to drill in

Benefits portfolio analytics

1 plan / $1.2M premiums / 704 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$1.0M
  • Life$570K
  • Long-term disability$292K
  • Vision$118K
Total $1.2M4 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
74%top
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY74%
  • RELIASTAR LIFE INSURANCE COMPANY13%
  • VISION SERVICE PLAN10%
  • METROPOLITAN LIFE INSURANCE COMPANY2%
Total $1.2M4 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • MERCER HEALTH AND BENEFITS, LLC100%
Total $145K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#003

SM ENERGY COMPANY 401(K) PROFIT SHARING PLAN

401k

Assets$229.9M
Participants889
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

PENSION PLAN FOR EMPLOYEES OF SM ENERGY COMPANY

TraditionalDB

Assets$60.0M
Participants374
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

SM ENERGY COMPANY HEALTH AND WELFARE EMPLOYEE BENEFIT PLAN

Mixed - LINCOLN NATIONAL LIFE INSURANCE COMPANY

Premiums$1.2M
Covered lives704
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
003SM ENERGY COMPANY 401(K) PROFIT SHARING PLAN401k$229.9M8892025
001PENSION PLAN FOR EMPLOYEES OF SM ENERGY COMPANYTraditionalDB$60.0M3742024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501SM ENERGY COMPANY HEALTH AND WELFARE EMPLOYEE BENEFIT PLANMixedLINCOLN NATIONAL LIFE INSURANCE COMPANY$1.2M7042025
Retirement plans
Welfare plans
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