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  2. Shared Medical Services, Inc.
  • Retirement analytics
  • Benefits analytics
  • Plan summaries
  • Retirement plans
  • Health & Benefits plans

Filings through Oct 24, 2026.

Shared Medical Services, Inc.

EIN 41-1388075-Professional, Scientific, and Technical Services-Latest filing 2025
Plans
3
Retirement
2
$192.9M assets
Health & Benefits
1
$1.3M premiums
Participants
1,451
209 LIMESTONE PASS - COTTAGE GROVE, WI 53527608-839-9050
Plans on this EIN
3 filings
#002ESOP-$135.8M - 394 part#001401(k)-$57.1M - 653 part#501Mixed-$1.3M - 403 lives

Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.

Retirement portfolio analytics

2 plans aggregated / $192.9M assets / 1,047 participants

Assets by plan

Share of aggregate retirement assets

  • EMPLOYEE STOCK OWNERSHIP (#002)$135.8M
  • SMS RETIREMENT Savings (#001)$57.1M
Total $192.9MSelect a row to open it

Participants by plan

Active + retired + deferred vested

  • SMS RETIREMENT Savings (#001)653
  • EMPLOYEE STOCK OWNERSHIP (#002)394
Total 1,047Select a row to open it

Benefits portfolio analytics

1 plan / $1.3M premiums / 403 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Stop-loss$942K
  • Other$370K
  • Life$336K
  • Short-term disability$195K
  • Long-term disability$195K
  • Vision$36K
Total $1.3M6 rows
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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#002

SHARED MEDICAL SERVICES EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$135.8M
Participants394
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#001

SMS RETIREMENT SAVINGS PLAN

401(k)

Assets$57.1M
Participants653
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501

SHARED MEDICAL SERVICES, INC. EMPLOYEE BENEFITS PLAN

Mixed - HCC LIFE INSURANCE COMPANY

Premiums$1.3M
Covered lives403
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

2 plans on this EIN

PlanNameTypeAssetsParticipantsLatest year
#002SHARED MEDICAL SERVICES EMPLOYEE STOCK OWNERSHIP PLANESOP$135.8M3942025
#001SMS RETIREMENT SAVINGS PLAN401(k)$57.1M6532025
  • SHARED MEDICAL SERVICES EMPLOYEE STOCK OWNERSHIP PLAN$135.8M
    #002 · ESOP · 2025394
  • SMS RETIREMENT SAVINGS PLAN$57.1M
    #001 · 401(k) · 2025653

Health & Benefits plans

1 plan on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#501SHARED MEDICAL SERVICES, INC. EMPLOYEE BENEFITS PLANMixedHCC LIFE INSURANCE COMPANY$1.3M4032025
  • SHARED MEDICAL SERVICES, INC. EMPLOYEE BENEFITS PLAN$1.3M
    #501 · Mixed · HCC LIFE INSURANCE COMPANY · 2025403
Retirement plans
Health & Benefits plans

On this page

  1. Retirement analytics
  2. Benefits analytics
  3. Plan summaries
  4. Retirement plans
  5. Health & Benefits plans
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