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

OGLETREE, DEAKINS, NASH, SMOAK & STEWART, P.C.

EIN 57-1044820-Latest filing 2025
Plans
3
Retirement
2
$646.9M assets
Welfare
1
$6.3M premiums
Participants
8,489
50 INTERNATIONAL DRIVE PATEWOOD IV, SUITE 300 - GREENVILLE, SC 29615864-241-1900
Plans on this EIN
3 filings
#003401k-$398.4M - 3,227 part#002ProfitSharing-$248.5M - 2,836 part#501Fully Insured-$6.3M - 3,461 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 / $6.3M premiums / 3,461 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$3.9M
  • Life$3.4M
  • Long-term disability$3.0M
  • Dental$1.6M
  • Vision$794K
  • Health$496K
  • +1 more
Total $6.3M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
53%top
  • SUN LIFE ASSURANCE COMPANY OF CANADA53%
  • DELTA DENTAL OF CALIFORNIA26%
  • AFLAC8%
  • BLUE CROSS OF CALIFORNIA8%
  • VISION SERVICE PLAN5%
  • +1 more
Total $6.3M6 slices

Broker market share

Schedule A broker compensation

Split broker
100%top
  • MERCER HEALTH AND BENEFITS, LLC100%
  • CHARLES B MILLER0%
Total $304K2 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

Fully Insured - SUN LIFE ASSURANCE COMPANY OF CANADA

Premiums$6.3M
Covered lives3,461
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 PLANFully InsuredSUN LIFE ASSURANCE COMPANY OF CANADA$6.3M3,4612025
Retirement plans
Welfare plans
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