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Filings through Oct 24, 2026.

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William C. Smith & Co.

EIN 52-1092879-Real Estate and Rental and Leasing-Latest filing 2025
Plans
3
Retirement
1
$39.7M assets
Health & Benefits
2
$298K premiums
Participants
1,517
1100 NEW JERSEY AVE SE STE 100, SUITE 1000 - WASHINGTON, DC 200033304202-465-7095
Plans on this EIN
3 filings
#001401(k)-$39.7M - 509 part#502Mixed-$298K - 380 lives#506Unknown-0 lives

Health & Benefits portfolio - carriers, brokers and premium across this company's 2 health and benefits plans.

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
Total $298K6 rows
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Plan summaries

Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.

Retirement#001

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

401(k)

Assets$39.7M
Participants509
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#502

WILLIAM C. SMITH & COMPANY WELFARE BENEFIT PLAN

Mixed - HARTFORD LIFE AND ACCIDENT

Premiums$298K
Covered lives380
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#506

WILLIAM C. SMITH & COMPANY, INC. EAP

Unknown

Premiums$0
Covered lives0
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001WILLIAM C. SMITH & CO. 401(K) PLAN401(k)$39.7M5092025
  • WILLIAM C. SMITH & CO. 401(K) PLAN$39.7M
    #001 · 401(k) · 2025509

Health & Benefits plans

2 plans on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#502WILLIAM C. SMITH & COMPANY WELFARE BENEFIT PLANMixedHARTFORD LIFE AND ACCIDENT$298K3802025
#506WILLIAM C. SMITH & COMPANY, INC. EAPUnknown-$002025
  • WILLIAM C. SMITH & COMPANY WELFARE BENEFIT PLAN$298K
    #502 · Mixed · HARTFORD LIFE AND ACCIDENT · 2025380
  • WILLIAM C. SMITH & COMPANY, INC. EAP$0
    #506 · Unknown · 20250
Retirement plans
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