Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$3.3M
- Health$3.0M
- Dental$3.0M
- Vision$3.0M
- Prescription drug$3.0M
- Life$193K
- +2 more
Sponsor portfolio
SMOOTHIE KING FRANCHISES, INC.
EIN 72-1119008Latest filing 2025
Plans
2
Retirement
1
$11.8M assets
Welfare
1
$3.3M premiums
Participants
905
9797 ROMBAUER ROAD, SUITE 150 - DALLAS, TX 75019985-635-6973
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $3.3M premiums / 615 covered livesCarrier market share
Premium dollars by Schedule A carrier
93%top
- UNITEDHEALTHCARE INSURANCE COMPANY93%
- HARTFORD LIFE AND ACCIDENT6%
- UNUM LIFE INSURANCE COMPANY OF AMERICA1%
Broker market share
Schedule A broker compensation
100%top
- LOCKTON COMPANIES, LLC100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
SMOOTHIE KING 401(K) PLAN & TRUST
401k
Assets$11.8M
Participants599
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
SMOOTHIE KING FRANCHISES INC WELFARE BENEFIT PLAN
Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY
Premiums$3.3M
Covered lives615
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | SMOOTHIE KING 401(K) PLAN & TRUST | 401k | $11.8M | 599 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | SMOOTHIE KING FRANCHISES INC WELFARE BENEFIT PLAN | Fully Insured | UNITEDHEALTHCARE INSURANCE COMPANY | $3.3M | 615 | 2025 |
Retirement plans
Welfare plans