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Sponsor portfolio

FEE, SMITH, & SHARP, LLP

EIN 68-0502076-law practice-Latest filing 2025
Plans
2
Retirement
1
$19.1M assets
Welfare
1
$773K premiums
Participants
331
13155 NOEL ROAD SUITE 1000, 3 GALLERIA TOWER - DALLAS, TX 75240972-934-9100feesmith.comLinkedIn51-200 employeeslaw practice
Plans on this EIN
2 filings
#001401k-$19.1M - 193 part#501Fully Insured-$773K - 226 lives

Benefits portfolio analytics

1 plan / $773K premiums / 226 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$624K
  • Prescription drug$624K
  • Dental$76K
  • Other$72K
  • Vision$62K
  • Life$62K
  • +2 more
Total $773K8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
81%top
  • BLUE CROSS OF CALIFORNIA81%
  • AMERITAS LIFE INSURANCE CORP.10%
  • STANDARD INSURANCE COMPANY8%
  • FRESHBENIES1%
  • MEDICAL AIR SERVICES ASSOCIATION, INC.0%
Total $773K5 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • IMA, INC.100%
Total $45K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

FEE, SMITH & SHARP, LLP 401(K) PLAN

401k

Assets$19.1M
Participants193
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

FEE, SMITH, AND SHARP LLP WRAP PLAN

Fully Insured - HEALTH CARE SERVICE CORPORATION

Premiums$773K
Covered lives226
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001FEE, SMITH & SHARP, LLP 401(K) PLAN401k$19.1M1932024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501FEE, SMITH, AND SHARP LLP WRAP PLANFully InsuredHEALTH CARE SERVICE CORPORATION$773K2262025
Retirement plans
Welfare plans
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