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Sponsor portfolio

SMITH INDUSTRIES, INC.

EIN 59-1743161-Construction-Latest filing 2025
Plans
2
Retirement
1
$3.8M assets
Welfare
1
$554K premiums
Participants
276
4699 110TH AVENUE NORTH - CLEARWATER, FL 33762727-573-5440
Plans on this EIN
2 filings
#001401k-$3.8M - 163 part#501Fully Insured-$554K - 100 lives

Benefits portfolio analytics

1 plan / $554K premiums / 100 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Prescription drug$498K
  • Health$76K
  • Dental$39K
  • Vision$39K
  • Life$39K
  • Other$39K
  • +1 more
Total $554K7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
76%top
  • UPMC HEALTH OPTIONS76%
  • BLUE CROSS OF CALIFORNIA14%
  • HUMANA INSURANCE COMPANY7%
  • RELIANCE STANDARD LIFE INSURANCE COMPANY3%
Total $554K4 slices

Broker market share

Schedule A broker compensation

Split broker
47%top
  • HIGGINBOTHAM INS AGENCY INC47%
  • STAHL & ASSOCIATES INSURANCE INC.30%
  • M.E. WILSON COMPANY, LLC23%
Total $32K3 slices

Plan deep-dives

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

SMITH INDUSTRIES, INC. 401(K) PROFIT SHARING PLAN & TRUST

401k

Assets$3.8M
Participants163
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

SMITH INDUSTRIES, INC WELFARE BENEFITS PLAN

Fully Insured - HEALTH OPTIONS

Premiums$554K
Covered lives100
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001SMITH INDUSTRIES, INC. 401(K) PROFIT SHARING PLAN & TRUST401k$3.8M1632025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501SMITH INDUSTRIES, INC WELFARE BENEFITS PLANFully InsuredHEALTH OPTIONS$554K1002025
Retirement plans
Welfare plans
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