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  2. SMOKY MOUNTAIN HOME HEALTH & HOSPICE INC 401(K) PROFIT SHARING PLAN
Sponsor portfolio

SMOKY MOUNTAIN HOME HEALTH & HOSPICE INC 401(K) PROFIT SHARING PLAN

EIN 62-1569683-Health Care and Social Assistance-Latest filing 2025
Plans
2
Retirement
1
$13.8M assets
Welfare
1
$1.6M premiums
Participants
413
222 HERITAGE BLVD., P O BOX 754 - NEWPORT, TN 37821423-623-0233
Plans on this EIN
2 filings
#002401k-$13.8M - 251 part#501Fully Insured-$1.6M - 239 lives

Benefits portfolio analytics

1 plan / $1.6M premiums / 239 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.4M
  • Dental$1.4M
  • Vision$1.4M
  • Prescription drug$1.4M
  • Other$258K
  • Life$236K
  • +2 more
Total $1.6M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
84%top
  • BLUE CROSS OF CALIFORNIA84%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY15%
  • MED INVESTORS DEVELOPMENT, LLC DBA ONE TO ONE HEALTH1%
Total $1.6M3 slices

Broker market share

Schedule A broker compensation

Split broker
61%top
  • RICK METZELDER61%
  • BALDWIN KRYSTYN SHERMAN PARTNERS39%
Total $134K2 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

SMOKY MOUNTAIN HOME HEALTH & HOSPICE, INC. 401(K) PROFIT SHARING PLAN

401k

Assets$13.8M
Participants251
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

SMOKY MOUNTAIN HOME HEALTH AND HOSPICE, INC.

Fully Insured - BLUECROSS BLUESHIELD OF TENNESSEE, INC.

Premiums$1.6M
Covered lives239
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002SMOKY MOUNTAIN HOME HEALTH & HOSPICE, INC. 401(K) PROFIT SHARING PLAN401k$13.8M2512025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501SMOKY MOUNTAIN HOME HEALTH AND HOSPICE, INC.Fully InsuredBLUECROSS BLUESHIELD OF TENNESSEE, INC.$1.6M2392025
Retirement plans
Welfare plans
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