PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. SMITH SECKMAN REID, INC.
Sponsor portfolioTH

SMITH SECKMAN REID, INC.

EIN 62-0791037-design-Latest filing 2025
Plans
3
Retirement
2
$221.4M assets
Welfare
1
$5.9M premiums
Participants
1,873
2995 SIDCO DRIVE - NASHVILLE, TN 37204615-383-1113ssr-inc.comLinkedIn201-500 employeesdesign
Plans on this EIN
3 filings
#002ESOP-$116.2M - 613 part#001401k-$105.1M - 734 part#501Fully Insured-$5.9M - 951 lives

Retirement portfolio analytics

2 plans aggregated / $221.4M assets / 1,347 participants

Assets by plan

Share of aggregate retirement assets

53%top
  • EMPLOYEE STOCK OWNERSHIP (#002)53%
  • SHARING PLAN TRUST (#001)47%
Total $221.4MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • SHARING PLAN TRUST (#001)734
  • EMPLOYEE STOCK OWNERSHIP (#002)613
Total 1,347Click row to drill in

Benefits portfolio analytics

1 plan / $5.9M premiums / 951 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$4.8M
  • Other$690K
  • Life$589K
  • Short-term disability$589K
  • Long-term disability$589K
  • Dental$356K
  • +1 more
Total $5.9M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
81%top
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY81%
  • SYMETRA LIFE INSURANCE COMPANY11%
  • DELTA DENTAL OF CALIFORNIA6%
  • VISION SERVICE PLAN1%
  • CURALINC HEALTHCARE0%
Total $5.9M5 slices

Broker market share

Schedule A broker compensation

Split broker
100%top
  • ASSUREDPARTNERS100%
  • GROUP INSURANCE SERVICES INC0%
Total $314K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

SMITH SECKMAN REID, INC. EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$116.2M
Participants613
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

SMITH SECKMAN REID, INC. EMPLOYEE SAVINGS AND PROFIT SHARING PLAN TRUST

401k

Assets$105.1M
Participants734
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

SMITH SECKMAN REID WELFARE BENEFIT PLAN

Fully Insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY

Premiums$5.9M
Covered lives951
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002SMITH SECKMAN REID, INC. EMPLOYEE STOCK OWNERSHIP PLANESOP$116.2M6132025
001SMITH SECKMAN REID, INC. EMPLOYEE SAVINGS AND PROFIT SHARING PLAN TRUST401k$105.1M7342025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501SMITH SECKMAN REID WELFARE BENEFIT PLANFully InsuredCIGNA HEALTH AND LIFE INSURANCE COMPANY$5.9M9512024
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica