PlanOptica
CompaniesPricing
Sign inTry Pro free
Try Pro free
  1. Companies/
  2. Sma Healthcare, Inc.
  • Benefits analytics
  • Plan summaries
  • Retirement plans
  • Health & Benefits plans

Filings through Oct 24, 2026.

Sma Healthcare, Inc.

EIN 59-0976866-mental health care-Latest filing 2025
Plans
2
Retirement
1
$25.6M assets
Health & Benefits
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
#001403(b)-$25.6M - 1,217 part#501Fully insured-$8.1M - 1,302 lives

Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.

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
See carrier and broker market share with Pro.
Pro unlocks:
  • Top carriers and their premium share
  • Top brokers and their commission share

Plan summaries

Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.

Retirement#001

SMA HEALTHCARE, INC. 403(B) PLAN

403(b)

Assets$25.6M
Participants1,217
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501

SMA BEHAVIORAL HEALTH SERVICES, INC WELFARE BENEFIT PLAN

Fully insured - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$8.1M
Covered lives1,302
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001SMA HEALTHCARE, INC. 403(B) PLAN403(b)$25.6M1,2172025
  • SMA HEALTHCARE, INC. 403(B) PLAN$25.6M
    #001 · 403(b) · 20251,217

Health & Benefits plans

1 plan on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#501SMA BEHAVIORAL HEALTH SERVICES, INC WELFARE BENEFIT PLANFully insuredUNITEDHEALTHCARE INSURANCE COMPANY$8.1M1,3022025
  • SMA BEHAVIORAL HEALTH SERVICES, INC WELFARE BENEFIT PLAN$8.1M
    #501 · Fully insured · UNITEDHEALTHCARE INSURANCE COMPANY · 20251,302
Retirement plans
Health & Benefits plans

On this page

  1. Benefits analytics
  2. Plan summaries
  3. Retirement plans
  4. Health & Benefits plans
PlanOptica

Advisors and brokers use PlanOptica to research retirement and health plans. Each plan has 10 years of filings, a peer rank and a source for every number.

Product
  • Retirement
  • Health & Benefits
  • Funds & Managers
  • Companies
  • Pricing
Data
  • Downloads
  • Retirement plans CSV
  • Health & Benefits plans CSV
  • Plan holdings CSV
  • Custom analysis
  • API and AI agents
Resources
  • Free ERISA search
  • Free EIN lookup
  • All providers
  • Health & Benefits providers
  • Filter catalog
  • Documentation
  • Glossary
  • Compare
Company
  • About
  • Research
  • Press
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica