Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$3.0M
- Dental$3.0M
- Vision$3.0M
- Short-term disability$177K
- Other$177K
- Life$78K
- +1 more
Filings through .
Sponsor portfolio
Senior Management Advisors, Inc.
EIN 59-3760379hospital & health careLatest filing 2025
Plans
2
Retirement
1
$8.6M assets
Welfare
1
$3.2M premiums
Participants
1,214
13770 58TH STREET N, SUITE 312 - CLEARWATER, FL 33760727-726-3980seniormanagementadvisors.comLinkedIn11-50 employeeshospital & health care
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $3.2M premiums / 2,371 covered livesPlan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
SMA MULTIPLE-EMPLOYER RETIREMENT PLAN
401(k)
Assets$8.6M
Participants941
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
SENIOR MANAGEMENT ADVISORS WELFARE BENEFIT PLAN
Fully insured - UNITEDHEALTHCARE INSURANCE COMPANY
Premiums$3.2M
Covered lives2,371
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | SMA MULTIPLE-EMPLOYER RETIREMENT PLAN | 401(k) | $8.6M | 941 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | SENIOR MANAGEMENT ADVISORS WELFARE BENEFIT PLAN | Fully insured | UNITEDHEALTHCARE INSURANCE COMPANY | $3.2M | 2,371 | 2025 |
Retirement plans
Welfare plans