Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$412K
- Life$352K
- Short-term disability$352K
- Long-term disability$352K
- Dental$174K
- Vision$16K
Filings through .
Ward and Smith, P.A.
EIN 56-1034724law practiceLatest filing 2025
Plans
2
Retirement
1
$131.2M assets
Health & Benefits
1
$603K premiums
Participants
603
1001 COLLEGE COURT - NEW BERN, NC 28562252-672-5498wardandsmith.comLinkedIn201-500 employeeslaw practice
Plans on this EIN
2 filingsHealth & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
Benefits portfolio analytics
1 plan / $603K premiums / 336 covered lives
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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
WARD AND SMITH, P.A. 401(K) AND PROFIT SHARING PLAN
401(k)
Assets$131.2M
Participants345
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#504
WARD AND SMITH, PA WELFARE BENEFITS PLAN
Mixed - UNUM LIFE INSURANCE COMPANY OF AMERICA
Premiums$603K
Covered lives336
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
1 plan on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | WARD AND SMITH, P.A. 401(K) AND PROFIT SHARING PLAN | 401(k) | $131.2M | 345 | 2025 |
- #001 · 401(k) · 2025345
Health & Benefits plans
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #504 | WARD AND SMITH, PA WELFARE BENEFITS PLAN | Mixed | UNUM LIFE INSURANCE COMPANY OF AMERICA | $603K | 336 | 2025 |
- #504 · Mixed · UNUM LIFE INSURANCE COMPANY OF AMERICA · 2025336
Retirement plans
Health & Benefits plans