Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$2.1M
- Dental$2.1M
- Vision$2.1M
- Life$2.1M
- Prescription drug$2.1M
- Other$2.1M
- +2 more
Sponsor portfolio
SMALLWOOD MANAGEMENT COMPANY, LLC
EIN 46-1415403Retail TradeLatest filing 2024
Plans
2
Retirement
1
$3.6M assets
Welfare
1
$2.2M premiums
Participants
605
1512 COLONY CIRCLE - LONGVIEW, TX 75604903-295-2763
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $2.2M premiums / 380 covered livesCarrier market share
Premium dollars by Schedule A carrier
95%top
- UNITEDHEALTHCARE INSURANCE COMPANY95%
- UNITED OF OMAHA LIFE INSURANCE COMPANY5%
Broker market share
Schedule A broker compensation
96%top
- HUB INTERNATIONAL MIDWEST LIMITED96%
- FMLASOURCE INC4%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
SMALLWOOD MANAGEMENT CO LLC 401(K) PLAN
401k
Assets$3.6M
Participants353
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
SMALLWOOD MANAGEMENT COMPANY EMPLOYEE BENEFIT PLAN
Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY
Premiums$2.2M
Covered lives380
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | SMALLWOOD MANAGEMENT CO LLC 401(K) PLAN | 401k | $3.6M | 353 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | SMALLWOOD MANAGEMENT COMPANY EMPLOYEE BENEFIT PLAN | Fully Insured | UNITEDHEALTHCARE INSURANCE COMPANY | $2.2M | 380 | 2024 |
Retirement plans
Welfare plans