PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. SMARSH, INC.
Sponsor portfolio

SMARSH, INC.

EIN 75-2984566-computer software-Latest filing 2025
Plans
2
Retirement
1
$90.1M assets
Welfare
1
$1.8M premiums
Participants
1,597
851 SW 6TH AVENUE, SUITE 800 - PORTLAND, OR 97204503-946-5980smarsh.comLinkedIn1001-5000 employeescomputer software
Plans on this EIN
2 filings
#001401k-$90.1M - 1,044 part#501Mixed-$1.8M - 554 lives

Benefits portfolio analytics

1 plan / $1.8M premiums / 554 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.1M
  • Prescription drug$1.1M
  • Other$696K
  • Life$588K
  • Long-term disability$368K
Total $1.8M5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
61%top
  • KAISER FOUNDATION HEALTH PLAN INC61%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA39%
  • NATIONAL UNION FIRE INS. CO. OF PITTSBURGH, PA0%
Total $1.8M3 slices

Broker market share

Schedule A broker compensation

Split broker
95%top
  • SEQUOIA BENEFITS & INS SVCS LLC95%
  • DAVIDSON BENEFITS PLANNING LLC4%
  • WOODRUFF-SAWYER & CO0%
  • IMA, INC.0%
Total $66K4 slices

Plan deep-dives

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

SMARSH 401(K) PLAN

401k

Assets$90.1M
Participants1,044
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

SMARSH, INC. WELFARE PLAN

Mixed - KAISER FOUNDATION HEALTH PLAN INC

Premiums$1.8M
Covered lives554
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001SMARSH 401(K) PLAN401k$90.1M1,0442024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501SMARSH, INC. WELFARE PLANMixedKAISER FOUNDATION HEALTH PLAN INC$1.8M5542025
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica