Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$858K
- Prescription drug$858K
- Dental$437K
- Vision$437K
Sponsor portfolio
BERT SMITH OLDSMOBILE, INC.
EIN 59-0702194retailLatest filing 2025
Plans
2
Retirement
1
$8.4M assets
Welfare
1
$858K premiums
Participants
243
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $858K premiums / 55 covered livesCarrier market share
Premium dollars by Schedule A carrier
51%top
- BLUE CROSS OF CALIFORNIA51%
- UPMC HEALTH OPTIONS49%
Broker market share
Schedule A broker compensation
100%top
- USI INSURANCE SERVICES LLC100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
BERT SMITH OLDSMOBILE, INC. SALARY SAVINGS PLAN
401k
Assets$8.4M
Participants144
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
BERT SMITH OLDSMOBILE HEALTH AND WELFARE PLAN
Fully Insured - BLUE CROSS BLUE SHIELD OF FLORIDA
Premiums$858K
Covered lives55
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | BERT SMITH OLDSMOBILE, INC. SALARY SAVINGS PLAN | 401k | $8.4M | 144 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | BERT SMITH OLDSMOBILE HEALTH AND WELFARE PLAN | Fully Insured | BLUE CROSS BLUE SHIELD OF FLORIDA | $858K | 55 | 2025 |
Retirement plans
Welfare plans