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Sponsor portfolio

SMITH SYSTEM MANUFACTURING COMPANY

EIN 41-1424908-Latest filing 2025
Plans
2
Retirement
1
$7.6M assets
Welfare
1
$135K premiums
Participants
387
1150 LUNA ROAD - CARROLLTON, TX 75006972-398-4059
Plans on this EIN
2 filings
#002401k-$7.6M - 207 part#501Mixed-$135K - 232 lives

Benefits portfolio analytics

1 plan / $135K premiums / 232 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$135K
  • Life$119K
  • Long-term disability$119K
Total $135K3 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
88%top
  • METROPOLITAN LIFE INSURANCE COMPANY88%
  • UNITED HEALTHCARE INSURANCE COMPANY12%
Total $135K2 slices

Broker market share

Schedule A broker compensation

Split broker
94%top
  • SCOT MOORES94%
  • SCOTT MOORES6%
Total $27K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

SMITH SYSTEM MANUFACTURING COMPANY RETIREMENT SAVINGS PLAN

401k

Assets$7.6M
Participants207
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

SMITH SYSTEM MANUFACTURING COMPANY HEALTH PLAN

Mixed - METROPOLITAN LIFE INSURANCE COMPANY

Premiums$135K
Covered lives232
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002SMITH SYSTEM MANUFACTURING COMPANY RETIREMENT SAVINGS PLAN401k$7.6M2072024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501SMITH SYSTEM MANUFACTURING COMPANY HEALTH PLANMixedMETROPOLITAN LIFE INSURANCE COMPANY$135K2322025
Retirement plans
Welfare plans
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