Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$2.0M
- Prescription drug$2.0M
- Dental$136K
- Vision$131K
- Life$53K
- Other$53K
- +2 more
Sponsor portfolio
SMART ENERGY SYSTEMS, INC.
EIN 46-0760246Latest filing 2025
Plans
2
Retirement
1
$10.3M assets
Welfare
1
$2.3M premiums
Participants
310
15495 SAND CANYON AVENUE, SUITE 100 - IRVINE, CA 92618909-217-3354
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $2.3M premiums / 271 covered livesCarrier market share
Premium dollars by Schedule A carrier
74%top
- CALIFORNIA PHYSICIANS SERVICE74%
- KAISER FOUNDATION HEALTH PLAN INC15%
- METROPOLITAN LIFE INSURANCE COMPANY6%
- UNITED OF OMAHA LIFE INSURANCE COMPANY5%
- SAFEGUARD HEALTH PLANS, INC., A CALIFORNIA CORPORATION0%
Broker market share
Schedule A broker compensation
53%top
- PATRIOT GROWTH INSURANCE SERVICES53%
- AMWINS26%
- BROWN & BROWN INSURANCE SERVICES16%
- INTREPID SOLUTIONS INSURANCE3%
- GALLAGHER BENEFIT SERVICES, INC.2%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
SMART ENERGY SYSTEMS, INC. 401K PLAN
401k
Assets$10.3M
Participants164
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
SMART ENERGY SYSTEMS, INC. WELFARE BENEFITS PLAN
Fully Insured - CALIFORNIA PHYSICIANS SERVICE
Premiums$2.3M
Covered lives271
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | SMART ENERGY SYSTEMS, INC. 401K PLAN | 401k | $10.3M | 164 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | SMART ENERGY SYSTEMS, INC. WELFARE BENEFITS PLAN | Fully Insured | CALIFORNIA PHYSICIANS SERVICE | $2.3M | 271 | 2025 |
Retirement plans
Welfare plans