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Sponsor portfolio

SMELTER SERVICE CORP

EIN 62-1033907-Latest filing 2025
Plans
3
Retirement
2
$60.7M assets
Welfare
1
$645K premiums
Participants
359
P. O. BOX 432 - MT. PLEASANT, TN 38373931-379-7765
Plans on this EIN
3 filings
#002ESOP-$52.2M - 101 part#001401k-$8.5M - 151 part#503Mixed-$645K - 214 lives

Retirement portfolio analytics

2 plans aggregated / $60.7M assets / 252 participants

Assets by plan

Share of aggregate retirement assets

86%top
  • EMPLOYEE STOCK OWNERSHIP (#002)86%
  • PROFIT SHARING PLAN (#001)14%
Total $60.7MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
86%top
  • (Not disclosed)86%
  • JOHN HANCOCK LIFE INSURANCE COMPANY14%
Total $60.7MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#001)151
  • EMPLOYEE STOCK OWNERSHIP (#002)101
Total 252Click row to drill in

Benefits portfolio analytics

1 plan / $645K premiums / 214 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Stop-loss$514K
  • Dental$131K
  • Vision$131K
  • Short-term disability$131K
  • Long-term disability$131K
Total $645K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
80%top
  • GRANULAR INSURANCE COMPANY80%
  • PRINCIPAL LIFE INSURANCE COMPANY20%
Total $645K2 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • CBIZ BENEFITS & INSURANCE SERVICES100%
Total $15K1 slice

Plan deep-dives

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

SMELTER SERVICE CORP EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$52.2M
Participants101
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

SMELTER SERVICE CORP 401(K) PROFIT SHARING PLAN

401k

Assets$8.5M
Participants151
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#503

SMELTER SERVICE CORP HEALTH & WELFARE BENEFIT PLAN

Mixed - GRANULAR INSURANCE COMPANY

Premiums$645K
Covered lives214
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002SMELTER SERVICE CORP EMPLOYEE STOCK OWNERSHIP PLANESOP$52.2M1012024
001SMELTER SERVICE CORP 401(K) PROFIT SHARING PLAN401k$8.5M1512024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
503SMELTER SERVICE CORP HEALTH & WELFARE BENEFIT PLANMixedGRANULAR INSURANCE COMPANY$645K2142025
Retirement plans
Welfare plans
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