Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Dental$214K
- Vision$214K
- Life$214K
- Short-term disability$214K
- Long-term disability$214K
- Other$214K
Sponsor portfolio
SMART ROOF
EIN 47-5470097designLatest filing 2024
Plans
2
Retirement
1
$3.1M assets
Welfare
1
$214K premiums
Participants
328
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $214K premiums / 116 covered livesCarrier market share
Premium dollars by Schedule A carrier
100%top
- THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA100%
Broker market share
Schedule A broker compensation
94%top
- PATRIOT GROWTH INSURANCE SERVICES94%
- TRUE NETWORK ADVISORS6%
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 ROOF 401(K) PLAN
401k
Assets$3.1M
Participants211
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
SMART ROOF, LLC WELFARE BENEFIT PLAN
Mixed - THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
Premiums$214K
Covered lives116
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | SMART ROOF 401(K) PLAN | 401k | $3.1M | 211 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | SMART ROOF, LLC WELFARE BENEFIT PLAN | Mixed | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | $214K | 116 | 2024 |
Retirement plans
Welfare plans