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Sponsor portfolio

SMITH ELLIOTT KEARNS & COMPANY, LLC

EIN 52-0783935-Latest filing 2025
Plans
2
Retirement
1
$47.3M assets
Welfare
1
$1.4M premiums
Participants
426
19405 EMERALD SQUARE, SUITE 2300 - HAGERSTOWN, MD 21742301-733-5020
Plans on this EIN
2 filings
#001401k-$47.3M - 244 part#502Fully Insured-$1.4M - 182 lives

Benefits portfolio analytics

1 plan / $1.4M premiums / 182 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.3M
  • Dental$1.3M
  • Vision$1.3M
  • Prescription drug$1.3M
  • Life$80K
  • Long-term disability$80K
Total $1.4M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
94%top
  • BLUE CROSS OF CALIFORNIA94%
  • PRINCIPAL LIFE INSURANCE COMPANY6%
Total $1.4M2 slices

Broker market share

Schedule A broker compensation

Split broker
55%top
  • STRICKLER AGENCY, INC55%
  • USI INSURANCE SERVICES LLC27%
  • KELLY & ASSOCIATES INSURANCE GROUP13%
  • GBL & ASSOCIATES, INC.2%
  • HH BUSINESS ADVISORS, LLC2%
  • +2 more
Total $110K7 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

SMITH ELLIOTT KEARNS & COMPANY LLC EMPLOYEES' 401(K) PROFIT SHARING PLAN

401k

Assets$47.3M
Participants244
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

SMITH ELLIOTT KEARNS & COMPANY, LLC WELFARE BENEFIT PLAN

Fully Insured - CAREFIRST OF MARYLAND, INC.

Premiums$1.4M
Covered lives182
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001SMITH ELLIOTT KEARNS & COMPANY LLC EMPLOYEES' 401(K) PROFIT SHARING PLAN401k$47.3M2442024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
502SMITH ELLIOTT KEARNS & COMPANY, LLC WELFARE BENEFIT PLANFully InsuredCAREFIRST OF MARYLAND, INC.$1.4M1822025
Retirement plans
Welfare plans
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