Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$1.1M
- Life$1.1M
- Short-term disability$1.1M
- Long-term disability$1.1M
- Dental$774K
- Vision$178K
- +1 more
Filings through .
Gresham Smith
EIN 62-0794126designLatest filing 2025
Plans
2
Retirement
1
$259.5M assets
Health & Benefits
1
$2.1M premiums
Participants
2,962
222 SECOND AVE., S, STE 1400 - NASHVILLE, TN 372012308615-770-8100greshamsmith.comLinkedIn501-1000 employeesdesign
Plans on this EIN
2 filingsHealth & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
Benefits portfolio analytics
1 plan / $2.1M premiums / 2,327 covered lives
See carrier and broker market share with Pro.
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- Top carriers and their premium share
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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#001
GRESHAM SMITH EMPLOYEE SAVINGS AND PROFIT SHARING PLAN
401(k)
Assets$259.5M
Participants1,551
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501
GRESHAM SMITH INSURANCE BENEFITS PLAN
Fully insured - SUN LIFE ASSURANCE COMPANY COMPANY OF CANADA
Premiums$2.1M
Covered lives2,327
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
1 plan on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | GRESHAM SMITH EMPLOYEE SAVINGS AND PROFIT SHARING PLAN | 401(k) | $259.5M | 1,551 | 2025 |
- #001 · 401(k) · 20251,551
Health & Benefits plans
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #501 | GRESHAM SMITH INSURANCE BENEFITS PLAN | Fully insured | SUN LIFE ASSURANCE COMPANY COMPANY OF CANADA | $2.1M | 2,327 | 2025 |
- #501 · Fully insured · SUN LIFE ASSURANCE COMPANY COMPANY OF CANADA · 20252,327
Retirement plans
Health & Benefits plans