Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$6.6M
- Dental$6.6M
- Vision$6.6M
- Life$275K
- Other$275K
- Long-term disability$90K
Sponsor portfolioTH
SMS DATA PRODUCTS GROUP, INC.
EIN 54-1039383information technology and servicesLatest filing 2025
Plans
2
Retirement
1
$84.3M assets
Welfare
1
$6.9M premiums
Participants
1,301
8484 WESTPARK DRIVE, SUITE 620 - MCLEAN, VA 22102703-288-8133sms.comLinkedIn501-1000 employeesinformation technology and services
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $6.9M premiums / 527 covered livesCarrier market share
Premium dollars by Schedule A carrier
95%top
- UNITEDHEALTHCARE INSURANCE COMPANY95%
- THE LINCOLN NATIONAL LIFE INSURANCE COMPANY5%
Broker market share
Schedule A broker compensation
100%top
- GALLAGHER BENEFIT SERVICES, INC.100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#003
SMS DATA PRODUCTS GROUP, INC. 401(K) RETIREMENT PLAN
401k
Assets$84.3M
Participants857
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
SMS DATA PRODUCTS GROUP, INC. EMPLOYEE BENEFITS PLAN
Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY
Premiums$6.9M
Covered lives527
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 003 | SMS DATA PRODUCTS GROUP, INC. 401(K) RETIREMENT PLAN | 401k | $84.3M | 857 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | SMS DATA PRODUCTS GROUP, INC. EMPLOYEE BENEFITS PLAN | Fully Insured | UNITEDHEALTHCARE INSURANCE COMPANY | $6.9M | 527 | 2025 |
Retirement plans
Welfare plans