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  2. OGLETREE, DEAKINS, NASH, SMOAK & STEWART
Sponsor portfolio

OGLETREE, DEAKINS, NASH, SMOAK & STEWART

EIN 57-1044820-Professional, Scientific, and Technical Services-Latest filing 2024
Plans
3
Retirement
2
$646.9M assets
Welfare
1
$4.3M premiums
Participants
8,357
300 NORTH MAIN STREET - GREENVILLE, SC 29602864-241-1900
Plans on this EIN
3 filings
#003401k-$398.4M - 3,227 part#002ProfitSharing-$248.5M - 2,836 part#501Mixed-$4.3M - 2,205 lives

Retirement portfolio analytics

2 plans aggregated / $646.9M assets / 6,063 participants

Assets by plan

Share of aggregate retirement assets

62%top
  • STEWART 401(K) Savings (#003)62%
  • SMOAK & STEWART (#002)38%
Total $646.9MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • STEWART 401(K) Savings (#003)3,227
  • SMOAK & STEWART (#002)2,836
Total 6,063Click row to drill in

Benefits portfolio analytics

1 plan / $4.3M premiums / 2,205 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$3.6M
  • Life$3.1M
  • Long-term disability$2.8M
  • Vision$777K
  • Health$493K
  • Prescription drug$486K
Total $4.3M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
72%top
  • SUN LIFE ASSURANCE COMPANY OF CANADA72%
  • BLUE CROSS OF CALIFORNIA11%
  • AFLAC9%
  • VISION SERVICE PLAN7%
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY0%
Total $4.3M5 slices

Broker market share

Schedule A broker compensation

Split broker
100%top
  • MERCER HEALTH AND BENEFITS, LLC100%
  • NFP INSURANCE SERVICES INC0%
  • CHARLES B MILLER0%
  • GK JOHNSON INC0%
  • DAYTON LLC0%
Total $293K5 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#003

OGLETREE, DEAKINS, NASH, SMOAK & STEWART 401(K) SAVINGS PLAN

401k

Assets$398.4M
Participants3,227
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

PROFIT-SHARING PLAN OF OGLETREE, DEAKINS, NASH, SMOAK & STEWART

ProfitSharing

Assets$248.5M
Participants2,836
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

OGLETREE, DEAKINS, NASH, SMOAK & STEWART, P.C. WELFARE BENEFITS PLAN

Mixed - SUN LIFE ASSURANCE COMPANY OF CANADA

Premiums$4.3M
Covered lives2,205
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
003OGLETREE, DEAKINS, NASH, SMOAK & STEWART 401(K) SAVINGS PLAN401k$398.4M3,2272024
002PROFIT-SHARING PLAN OF OGLETREE, DEAKINS, NASH, SMOAK & STEWARTProfitSharing$248.5M2,8362024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501OGLETREE, DEAKINS, NASH, SMOAK & STEWART, P.C. WELFARE BENEFITS PLANMixedSUN LIFE ASSURANCE COMPANY OF CANADA$4.3M2,2052024
Retirement plans
Welfare plans
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