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Sponsor portfolioTH

J M SMITH CORPORATION

EIN 57-0276334-hospital & health care-Latest filing 2025
Plans
2
Retirement
1
$101.9M assets
Welfare
1
$498K premiums
Participants
1,175
101 WEST SAINT JOHN STREET, SPARTAN CENTRE SUITE 305 - SPARTANBURG, SC 29306864-542-9419jmsmith.comLinkedIn201-500 employeeshospital & health care
Plans on this EIN
2 filings
#001401k-$101.9M - 859 part#501Fully Insured-$498K - 341 lives

Benefits portfolio analytics

1 plan / $498K premiums / 341 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$267K
  • Dental$267K
  • Life$191K
  • Vision$137K
  • Long-term disability$137K
  • Other$94K
Total $498K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
49%top
  • UNITED AMERICAN INSURANCE COMPANY49%
  • EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA27%
  • TRUSTMARK INSURANCE COMPANY11%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA8%
  • AMERITAS LIFE INSURANCE CORP.4%
  • +1 more
Total $498K6 slices

Broker market share

Schedule A broker compensation

Split broker
48%top
  • HUB INTERNATIONAL MIDWEST LIMITED48%
  • AMWINS31%
  • WARD INSURANCE AGENCY INC15%
  • BROKERS HOLDING GROUP6%
Total $107K4 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

J M SMITH CORPORATION PROFIT SHARING AND 401(K) PLAN

401k

Assets$101.9M
Participants859
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

J M SMITH CORPORATION VOLUNTARY HEALTH AND WELFARE BENEFIT PLAN

Fully Insured - UNITED AMERICAN INSURANCE COMPANY

Premiums$498K
Covered lives341
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001J M SMITH CORPORATION PROFIT SHARING AND 401(K) PLAN401k$101.9M8592025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501J M SMITH CORPORATION VOLUNTARY HEALTH AND WELFARE BENEFIT PLANFully InsuredUNITED AMERICAN INSURANCE COMPANY$498K3412024
Retirement plans
Welfare plans
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