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Sponsor portfolio

SMARTPROCURE, INC

EIN 47-2337189-information services-Latest filing 2025
Plans
2
Retirement
1
$4.6M assets
Welfare
1
$1.7M premiums
Participants
332
5000 T-REX AVENUE, SUITE 200 - BOCA RATON, FL 33431561-609-6072smartprocure.usLinkedIn51-200 employeesinformation services
Plans on this EIN
2 filings
#001401k-$4.6M - 191 part#501Fully Insured-$1.7M - 144 lives

Benefits portfolio analytics

1 plan / $1.7M premiums / 144 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.5M
  • Other$176K
  • Dental$169K
  • Vision$169K
  • Life$169K
  • Short-term disability$169K
  • +1 more
Total $1.7M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
90%top
  • UNITEDHEALTHCARE INSURANCE COMPANY90%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA10%
  • AFLAC0%
Total $1.7M3 slices

Broker market share

Schedule A broker compensation

Split broker
89%top
  • DIGITAL INSURANCE LLC89%
  • CENTRO BENEFITS RESEARCH LLC11%
  • KATTY W COHEN0%
  • LON R KOLSTAD0%
  • MARIA CARDENAL0%
  • +3 more
Total $79K8 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

GOV SPEND RETIREMENT PLAN

401k

Assets$4.6M
Participants191
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

SMARTPROCURE, INC. HEALTH AND WELFARE PLAN

Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$1.7M
Covered lives144
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001GOV SPEND RETIREMENT PLAN401k$4.6M1912024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501SMARTPROCURE, INC. HEALTH AND WELFARE PLANFully InsuredUNITEDHEALTHCARE INSURANCE COMPANY$1.7M1442025
Retirement plans
Welfare plans
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