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Sponsor portfolio

NAMAN HOWELL SMITH & LEE, PLLC

EIN 74-2004800-law practice-Latest filing 2025
Plans
2
Retirement
1
$52.4M assets
Welfare
1
$896K premiums
Participants
416
400 AUSTIN AVENUE, SUITE 800 - WACO, TX 76701254-755-4100namanhowell.comLinkedIn201-500 employeeslaw practice
Plans on this EIN
2 filings
#002401k-$52.4M - 227 part#502Mixed-$896K - 189 lives

Benefits portfolio analytics

1 plan / $896K premiums / 189 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Stop-loss$533K
  • Other$264K
  • Life$218K
  • Long-term disability$178K
  • Dental$99K
  • Vision$99K
Total $896K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
59%top
  • PROVIDENCE ADMINISTRATIVE SERVICES, INC.59%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA29%
  • STARMOUNT LIFE INSURANCE COMPANY11%
Total $896K3 slices

Broker market share

Schedule A broker compensation

Split broker
38%top
  • BAILEY & ASSOCIATES FINANCIAL38%
  • PROVIDENCE ADMINISTRATIVE SERVICES35%
  • S&S HEALTHCARE16%
  • BAILY & ASSOCIATES FINANCIAL7%
  • RECURO HEALTH INC4%
Total $243K5 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

NAMAN HOWELL SMITH & LEE, PLLC EMPLOYEES PROFIT SHARING PLAN AND TRUST

401k

Assets$52.4M
Participants227
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

NAMAN, HOWELL, SMITH & LEE PLLC FLEXIBLE SPENDING ACCOUNT

Mixed - PROVIDENCE ADMINISTRATIVE SERVICES, INC.

Premiums$896K
Covered lives189
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002NAMAN HOWELL SMITH & LEE, PLLC EMPLOYEES PROFIT SHARING PLAN AND TRUST401k$52.4M2272025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
502NAMAN, HOWELL, SMITH & LEE PLLC FLEXIBLE SPENDING ACCOUNTMixedPROVIDENCE ADMINISTRATIVE SERVICES, INC.$896K1892025
Retirement plans
Welfare plans
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