Assets by plan
Share of aggregate retirement assets
Filings through .
Top hat
Charles E. Smith Life Communities
EIN 53-0196508hospital & health careLatest filing 2025
Plans
3
Retirement
2
$38.8M assets
Health & Benefits
1
$424K premiums
Participants
2,997
6121 MONTROSE RD. - ROCKVILLE, MD 20852301-770-8430smithlifecommunities.orgLinkedIn501-1000 employeeshospital & health care
Plans on this EIN
3 filingsHealth & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
Retirement portfolio analytics
2 plans aggregated / $38.8M assets / 2,391 participants
Participants by plan
Active + retired + deferred vested
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
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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
CHARLES E. SMITH LIFE COMMUNITIES RETIREMENT PLAN
Profit-sharing
Assets$21.2M
Participants1,305
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002
CHARLES E. SMITH LIFE COMMUNITIES 403(B) PLAN
403(b)
Assets$17.5M
Participants1,086
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501
CHARLES E. SMITH LIFE COMMUNITIES WRAP BENEFIT PLAN
Mixed - UNITED CONCORDIA INSURANCE COMPANY
Premiums$424K
Covered lives600
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | CHARLES E. SMITH LIFE COMMUNITIES RETIREMENT PLAN | Profit-sharing | $21.2M | 1,305 | 2025 |
| #002 | CHARLES E. SMITH LIFE COMMUNITIES 403(B) PLAN | 403(b) | $17.5M | 1,086 | 2025 |
- #001 · Profit-sharing · 20251,305
- #002 · 403(b) · 20251,086
Health & Benefits plans
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #501 | CHARLES E. SMITH LIFE COMMUNITIES WRAP BENEFIT PLAN | Mixed | UNITED CONCORDIA INSURANCE COMPANY | $424K | 600 | 2025 |
- #501 · Mixed · UNITED CONCORDIA INSURANCE COMPANY · 2025600
Retirement plans
Health & Benefits plans