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Sponsor portfolioTH

CHARLES E. SMITH LIFE COMMUNITIES

EIN 53-0196508-hospital & health care-Latest filing 2025
Plans
3
Retirement
2
$34.5M assets
Welfare
1
$424K premiums
Participants
2,978
6121 MONTROSE ROAD - ROCKVILLE, MD 20852301-770-8437smithlifecommunities.orgLinkedIn501-1000 employeeshospital & health care
Plans on this EIN
3 filings
#001ProfitSharing-$19.1M - 1,299 part#002403b-$15.4M - 1,073 part#501Mixed-$424K - 600 lives

Retirement portfolio analytics

2 plans aggregated / $34.5M assets / 2,372 participants

Assets by plan

Share of aggregate retirement assets

55%top
  • COMMUNITIES RETIREMENT PLAN (#001)55%
  • LIFE COMMUNITIES 403(B) (#002)45%
Total $34.5MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • COMMUNITIES RETIREMENT PLAN (#001)1,299
  • LIFE COMMUNITIES 403(B) (#002)1,073
Total 2,372Click row to drill in

Benefits portfolio analytics

1 plan / $424K premiums / 600 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$216K
  • Other$179K
  • Life$120K
  • Long-term disability$120K
  • Vision$29K
Total $424K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
51%top
  • UNITED CONCORDIA INSURANCE COMPANY51%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA40%
  • METROPOLITAN LIFE INSURANCE COMPANY7%
  • EMPLOYEE NETWORK, INC.3%
Total $424K4 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • MARSH & MCLENNAN AGENCY LLC100%
Total $39K1 slice

Plan deep-dives

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

CHARLES E. SMITH LIFE COMMUNITIES RETIREMENT PLAN

ProfitSharing

Assets$19.1M
Participants1,299
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

CHARLES E. SMITH LIFE COMMUNITIES 403(B) PLAN

403b

Assets$15.4M
Participants1,073
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

CHARLES E. SMITH LIFE COMMUNITIES WRAP BENEFIT PLAN

Mixed - UNITED CONCORDIA INSURANCE COMPANY

Premiums$424K
Covered lives600
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001CHARLES E. SMITH LIFE COMMUNITIES RETIREMENT PLANProfitSharing$19.1M1,2992024
002CHARLES E. SMITH LIFE COMMUNITIES 403(B) PLAN403b$15.4M1,0732024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501CHARLES E. SMITH LIFE COMMUNITIES WRAP BENEFIT PLANMixedUNITED CONCORDIA INSURANCE COMPANY$424K6002025
Retirement plans
Welfare plans
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