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Sponsor portfolio

SMA HEALTHCARE, INC.

EIN 59-0976866-mental health care-Latest filing 2025
Plans
2
Retirement
1
$25.6M assets
Welfare
1
$8.1M premiums
Participants
2,131
150 MAGNOLIA AVENUE - DAYTONA BEACH, FL 321144304386-236-1694smahealthcare.orgLinkedIn501-1000 employeesmental health care
Plans on this EIN
2 filings
#001403b-$25.6M - 1,217 part#501Fully Insured-$8.1M - 1,302 lives

Benefits portfolio analytics

1 plan / $8.1M premiums / 1,302 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$7.7M
  • Dental$7.7M
  • Vision$7.7M
  • Life$398K
  • Short-term disability$398K
  • Long-term disability$398K
  • +1 more
Total $8.1M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Bundled
100%top
  • UNITEDHEALTHCARE INSURANCE COMPANY100%
Total $8.1M1 slice

Broker market share

Schedule A broker compensation

Single broker
100%top
  • BROWN & BROWN INSURANCE SERVICES100%
Total $281K1 slice

Plan deep-dives

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

SMA HEALTHCARE, INC. 403(B) PLAN

403b

Assets$25.6M
Participants1,217
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

SMA BEHAVIORAL HEALTH SERVICES, INC WELFARE BENEFIT PLAN

Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$8.1M
Covered lives1,302
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001SMA HEALTHCARE, INC. 403(B) PLAN403b$25.6M1,2172025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501SMA BEHAVIORAL HEALTH SERVICES, INC WELFARE BENEFIT PLANFully InsuredUNITEDHEALTHCARE INSURANCE COMPANY$8.1M1,3022025
Retirement plans
Welfare plans
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