Sponsor portfolioTH

WILLIAM C. SMITH & COMPANY, INC.

EIN 52-1092879Latest filing 2025

Plans

Retirement

$35.4M assets

Welfare

$298K premiums

Participants

1,537

1100 NEW JERSEY AVENUE SE, SUITE 1000 - WASHINGTON, DC 20003202-371-1220

Plans on this EIN

3 filings

#001401k-$35.4M - 529 part #502Mixed-$298K - 380 lives #506Unknown-0 lives

Benefits portfolio analytics

2 plans / $298K premiums / 380 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

Other$272K
Life$256K
Short-term disability$256K
Long-term disability$256K
Vision$25K
Dental$1K

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor

86%top

HARTFORD LIFE AND ACCIDENT86%
EYEMED VISION CARE8%
ARAG INSURANCE COMPANY5%
CIGNA HEALTH AND LIFE INSURANCE COMPANY0%

Broker market share

Schedule A broker compensation

Split broker

89%top

KELLY & ASSOCIATES INSURANCE GROUP89%
WILLIS TOWERS WATSON US LLC11%

Plan deep-dives

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

Retirement#001

WILLIAM C. SMITH & CO. 401(K) PLAN

401k

Assets$35.4M

Participants529

Inside the deep dive

Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers

Open plan deep dive

Welfare#502

WILLIAM C. SMITH & COMPANY WELFARE BENEFIT PLAN

Mixed - HARTFORD LIFE AND ACCIDENT

Premiums$298K

Covered lives380

Inside the deep dive

Premium breakdownCarriersBrokersCoverage stats

Open plan deep dive

Welfare#506