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Sponsor portfolio

SMITH-MIDLAND CORPORATION

EIN 54-0881620-building materials-Latest filing 2025
Plans
2
Retirement
1
$8.3M assets
Welfare
1
$99K premiums
Participants
365
5119 CATLETT ROAD, PO BOX 300 - MIDLAND, VA 22728540-439-3266smithmidland.comLinkedIn201-500 employeesbuilding materials
Plans on this EIN
2 filings
#002401k-$8.3M - 195 part#501Mixed-$99K - 169 lives

Benefits portfolio analytics

1 plan / $99K premiums / 169 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$83K
  • Life$62K
  • Long-term disability$62K
  • Vision$16K
Total $99K4 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
63%top
  • UNITED OF OMAHA LIFE INSURANCE COMPANY63%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA21%
  • VISION SERVICE PLAN16%
Total $99K3 slices

Broker market share

Schedule A broker compensation

Split broker
65%top
  • THE BUSINESS BENEFITS GROUP, INC.65%
  • ASSUREDPARTNERS17%
  • PATRIOT GROWTH INSURANCE SERVICES10%
  • GALLAGHER BENEFIT SERVICES, INC.7%
Total $17K4 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

SMITH MIDLAND CORPORATION 401K PLAN

401k

Assets$8.3M
Participants195
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

SMITH-MIDLAND WELFARE BENEFIT PLAN

Mixed - UNITED OF OMAHA LIFE INSURANCE COMPANY

Premiums$99K
Covered lives169
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002SMITH MIDLAND CORPORATION 401K PLAN401k$8.3M1952024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501SMITH-MIDLAND WELFARE BENEFIT PLANMixedUNITED OF OMAHA LIFE INSURANCE COMPANY$99K1692025
Retirement plans
Welfare plans
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