Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Stop-loss$561K
- Life$186K
- Short-term disability$186K
- Long-term disability$186K
- Other$186K
- Dental$165K
- +1 more
Sponsor portfolio
T. BAKER SMITH, LLC
EIN 72-0627831civil engineeringLatest filing 2025
Plans
2
Retirement
1
$40.0M assets
Welfare
1
$934K premiums
Participants
688
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $934K premiums / 325 covered livesCarrier market share
Premium dollars by Schedule A carrier
60%top
- HCC LIFE INSURANCE COMPANY60%
- EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA20%
- COMPANION LIFE INSURANCE COMPANY18%
- STARMOUNT LIFE INSURANCE COMPANY2%
Broker market share
Schedule A broker compensation
69%top
- HUB INTERNATIONAL MIDWEST LIMITED69%
- SOUTHERN NATL MARKETING CO14%
- MERITAIN HEALTH10%
- CRESCENT DENTAL PLAN7%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#003
T. BAKER SMITH, LLC 401(K) PLAN
401k
Assets$40.0M
Participants363
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502
T. BAKER SMITH, LLC EMPLOYEE BENEFITS PLAN
Mixed - HCC LIFE INSURANCE OCMPANY
Premiums$934K
Covered lives325
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 003 | T. BAKER SMITH, LLC 401(K) PLAN | 401k | $40.0M | 363 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 502 | T. BAKER SMITH, LLC EMPLOYEE BENEFITS PLAN | Mixed | HCC LIFE INSURANCE OCMPANY | $934K | 325 | 2025 |
Retirement plans
Welfare plans