Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$792K
- Life$74K
- Other$74K
- Dental$50K
- Vision$50K
Sponsor portfolio
BILL SMITH, INC.
EIN 59-0864997hospital & health careLatest filing 2025
Plans
2
Retirement
1
$7.8M assets
Welfare
1
$866K premiums
Participants
196
1651 FOWLER STREET - FORT MYERS, FL 339012999239-334-1121dentalbill-it.comLinkedIn1-10 employeeshospital & health care
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $866K premiums / 101 covered livesCarrier market share
Premium dollars by Schedule A carrier
56%top
- UPMC HEALTH OPTIONS56%
- BLUE CROSS OF CALIFORNIA36%
- THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA6%
- USABLE LIFE3%
Broker market share
Schedule A broker compensation
100%top
- HUB INTERNATIONAL MIDWEST LIMITED100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
BILL SMITH, INC. 401(K) PROFIT SHARING PLAN AND TRUST
401k
Assets$7.8M
Participants95
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
BILL SMITH, INC. WELFARE BENEFIT PLAN
Fully Insured - HEALTH OPTIONS
Premiums$866K
Covered lives101
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | BILL SMITH, INC. 401(K) PROFIT SHARING PLAN AND TRUST | 401k | $7.8M | 95 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | BILL SMITH, INC. WELFARE BENEFIT PLAN | Fully Insured | HEALTH OPTIONS | $866K | 101 | 2025 |
Retirement plans
Welfare plans