Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$1.6M
- Prescription drug$1.6M
- Other$44K
- Life$38K
- Long-term disability$38K
- Vision$9K
Sponsor portfolioTH
SERVICE MANAGEMENT GROUP, LLC
EIN 43-1910102Professional, Scientific, and Technical ServicesLatest filing 2025
Plans
2
Retirement
1
$28.9M assets
Welfare
1
$1.6M premiums
Participants
424
4049 PENNSYLVANIA AVENUE, SUITE 203PMB 1063 - KANSAS CITY, MO 64111816-448-4500
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $1.6M premiums / 276 covered livesCarrier market share
Premium dollars by Schedule A carrier
97%top
- BLUE CROSS OF CALIFORNIA97%
- UNUM LIFE INSURANCE COMPANY OF AMERICA3%
- EYEMED VISION CARE1%
- NATIONAL UNION FIRE INS. CO. OF PITTSBURGH, PA0%
Broker market share
Schedule A broker compensation
99%top
- LOCKTON COMPANIES, LLC99%
- ALLIANT INSURANCE SERVICES, INC.1%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
SERVICE MANAGEMENT GROUP 401(K) PLAN
401k
Assets$28.9M
Participants283
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
SERVICE MANAGEMENT GROUP HEALTH & WELFARE BENEFITS
Mixed - BCBS KANSAS CITY
Premiums$1.6M
Covered lives276
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | SERVICE MANAGEMENT GROUP 401(K) PLAN | 401k | $28.9M | 283 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | SERVICE MANAGEMENT GROUP HEALTH & WELFARE BENEFITS | Mixed | BCBS KANSAS CITY | $1.6M | 276 | 2024 |
Retirement plans
Welfare plans