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
Sponsor portfolio
GRESHAM SMITH
EIN 62-0794126designLatest filing 2025
Plans
2
Retirement
1
$224.7M assets
Welfare
1
$2.1M premiums
Participants
2,904
222 SECOND AVENUE SOUTH, SUITE 1400 - NASHVILLE, TN 37201615-770-8100greshamsmith.comLinkedIn501-1000 employeesdesign
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $2.1M premiums / 2,327 covered livesCarrier market share
Premium dollars by Schedule A carrier
53%top
- SUN LIFE ASSURANCE COMPANY OF CANADA53%
- DELTA DENTAL OF CALIFORNIA37%
- VISION SERVICE PLAN9%
- LEGALPLANS, USA1%
- CIGNA HEALTH AND LIFE INSURANCE COMPANY0%
Broker market share
Schedule A broker compensation
100%top
- GALLAGHER BENEFIT SERVICES, INC.100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
GRESHAM SMITH EMPLOYEE SAVINGS AND PROFIT SHARING PLAN
401k
Assets$224.7M
Participants1,493
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
GRESHAM SMITH INSURANCE BENEFITS PLAN
Fully Insured - SUN LIFE ASSURANCE COMPANY COMPANY OF CANADA
Premiums$2.1M
Covered lives2,327
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | GRESHAM SMITH EMPLOYEE SAVINGS AND PROFIT SHARING PLAN | 401k | $224.7M | 1,493 | 2024 |
Welfare plans1
| 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 |
Retirement plans
Welfare plans