Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Life$167K
- Long-term disability$167K
- Other$167K
- Vision$17K
Sponsor portfolio
SMARTE CARTE, INC.
EIN 41-0965374consumer servicesLatest filing 2025
Plans
4
Retirement
1
$36.0M assets
Welfare
3
$184K premiums
Participants
2,023
4455 WHITE BEAR PARKWAY - SAINT PAUL, MN 551107626651-429-3614smartecarte.comLinkedIn1001-5000 employeesconsumer services
Benefits portfolio analytics
3 plans / $184K premiums / 846 covered livesCarrier market share
Premium dollars by Schedule A carrier
91%top
- UNITED OF OMAHA LIFE INSURANCE COMPANY91%
- EYEMED VISION CARE9%
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#002
SMARTE CARTE, INC. 401(K) PLAN
401k
Assets$36.0M
Participants1,087
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#503
SMARTE CARTE INC GROUP LIFE PLAN
Mixed - UNITED OF OMAHA LIFE INSURANCE COMPANY
Premiums$167K
Covered lives502
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#504
SMARTE CARTE INC GROUP VISION PLAN
Fully Insured - EYEMED
Premiums$17K
Covered lives344
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#501
SMARTE CARTE INC GROUP HEALTH INSURANCE PLAN
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 | |
|---|---|---|---|---|---|---|
| 002 | SMARTE CARTE, INC. 401(K) PLAN | 401k | $36.0M | 1,087 | 2025 |
Welfare plans3
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 503 | SMARTE CARTE INC GROUP LIFE PLAN | Mixed | UNITED OF OMAHA LIFE INSURANCE COMPANY | $167K | 502 | 2024 | |
| 504 | SMARTE CARTE INC GROUP VISION PLAN | Fully Insured | EYEMED | $17K | 344 | 2024 | |
| 501 | SMARTE CARTE INC GROUP HEALTH INSURANCE PLAN | Self Funded | - | $0 | 0 | 2024 |
Retirement plans
Welfare plans