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  2. Smith Seckman Reid, Inc.
  • Retirement analytics
  • Benefits analytics
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Filings through Oct 24, 2026.

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Smith Seckman Reid, Inc.

EIN 62-0791037-design-Latest filing 2025
Plans
3
Retirement
2
$221.4M assets
Health & Benefits
1
$6.6M premiums
Participants
1,969
2995 SIDCO DRIVE - NASHVILLE, TN 37204615-383-1113ssr-inc.comLinkedIn201-500 employeesdesign
Plans on this EIN
3 filings
#002ESOP-$116.2M - 613 part#001401(k)-$105.1M - 734 part#501Mixed-$6.6M - 584 lives

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

Retirement portfolio analytics

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

Assets by plan

Share of aggregate retirement assets

  • EMPLOYEE STOCK OWNERSHIP (#002)$116.2M
  • SHARING PLAN TRUST (#001)$105.1M
Total $221.4MSelect a row to open it

Participants by plan

Active + retired + deferred vested

  • SHARING PLAN TRUST (#001)734
  • EMPLOYEE STOCK OWNERSHIP (#002)613
Total 1,347Select a row to open it

Benefits portfolio analytics

1 plan / $6.6M premiums / 584 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$5.8M
  • Other$756K
  • Life$663K
  • Short-term disability$663K
  • Long-term disability$663K
Total $6.6M5 rows
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Plan summaries

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

Retirement#002

SMITH SECKMAN REID, INC. EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$116.2M
Participants613
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#001

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

401(k)

Assets$105.1M
Participants734
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501

SMITH SECKMAN REID WELFARE BENEFIT PLAN

Mixed - CIGNA HEALTH AND LIFE INSURANCE COMPANY

Premiums$6.6M
Covered lives584
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

2 plans on this EIN

PlanNameTypeAssetsParticipantsLatest year
#002SMITH SECKMAN REID, INC. EMPLOYEE STOCK OWNERSHIP PLANESOP$116.2M6132025
#001SMITH SECKMAN REID, INC. EMPLOYEE SAVINGS AND PROFIT SHARING PLAN TRUST401(k)$105.1M7342025
  • SMITH SECKMAN REID, INC. EMPLOYEE STOCK OWNERSHIP PLAN$116.2M
    #002 · ESOP · 2025613
  • SMITH SECKMAN REID, INC. EMPLOYEE SAVINGS AND PROFIT SHARING PLAN TRUST$105.1M
    #001 · 401(k) · 2025734

Health & Benefits plans

1 plan on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#501SMITH SECKMAN REID WELFARE BENEFIT PLANMixedCIGNA HEALTH AND LIFE INSURANCE COMPANY$6.6M5842025
  • SMITH SECKMAN REID WELFARE BENEFIT PLAN$6.6M
    #501 · Mixed · CIGNA HEALTH AND LIFE INSURANCE COMPANY · 2025584
Retirement plans
Health & Benefits plans

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