Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$336K
- Life$110K
- Long-term disability$110K
- Other$110K
- Vision$20K
Sponsor portfolio
SPECIALTY MANAGEMENT SERVICES OF OUACHITA, LLC
EIN 72-1509232Latest filing 2025
Plans
2
Retirement
1
$17.3M assets
Welfare
1
$466K premiums
Participants
364
101 CATALPA ST - MONROE, LA 712017418318-998-8031
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $466K premiums / 295 covered livesCarrier market share
Premium dollars by Schedule A carrier
76%top
- FIDELITY SECURITY LIFE INSURANCE COMPANY76%
- THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA24%
Broker market share
Schedule A broker compensation
75%top
- FORTH INSURANCE, LLC75%
- MARK S METTILLE25%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
SPECIALTY MANAGEMENT SERVICES OF OUACHITA, LLC 401(K) PLAN
401k
Assets$17.3M
Participants218
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
SPECIALTY MANAGEMENT SERVICES OF OUACHITA, LLC
Mixed - FIDELITY SECURITY LIFE INSURANCE
Premiums$466K
Covered lives295
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | SPECIALTY MANAGEMENT SERVICES OF OUACHITA, LLC 401(K) PLAN | 401k | $17.3M | 218 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | SPECIALTY MANAGEMENT SERVICES OF OUACHITA, LLC | Mixed | FIDELITY SECURITY LIFE INSURANCE | $466K | 295 | 2025 |
Retirement plans
Welfare plans