Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$372K
- Life$321K
- Short-term disability$321K
- Long-term disability$321K
- Dental$147K
- Vision$20K
Sponsor portfolio
WARD AND SMITH, P.A.
EIN 56-1034724law practiceLatest filing 2024
Plans
2
Retirement
1
$119.5M assets
Welfare
1
$539K premiums
Participants
590
1001 COLLEGE COURT - NEW BERN, NC 28562252-672-5498wardandsmith.comLinkedIn201-500 employeeslaw practice
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $539K premiums / 346 covered livesCarrier market share
Premium dollars by Schedule A carrier
69%top
- UNUM LIFE INSURANCE COMPANY OF AMERICA69%
- DELTA DENTAL OF CALIFORNIA27%
- EYEMED VISION CARE4%
Broker market share
Schedule A broker compensation
100%top
- LOCKTON COMPANIES, LLC100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
WARD AND SMITH, P.A. 401(K) AND PROFIT SHARING PLAN
401k
Assets$119.5M
Participants335
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#504
WARD AND SMITH, PA WELFARE BENEFITS PLAN
Mixed - UNUM LIFE INSURANCE COMPANY OF AMERICA
Premiums$539K
Covered lives346
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | WARD AND SMITH, P.A. 401(K) AND PROFIT SHARING PLAN | 401k | $119.5M | 335 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 504 | WARD AND SMITH, PA WELFARE BENEFITS PLAN | Mixed | UNUM LIFE INSURANCE COMPANY OF AMERICA | $539K | 346 | 2024 |
Retirement plans
Welfare plans