Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Dental$152K
- Vision$152K
- Life$152K
- Short-term disability$152K
- Long-term disability$152K
- Other$152K
Sponsor portfolio
SHAH SMITH & ASSOCIATES, INC.
EIN 76-0423147information technology and servicesLatest filing 2025
Plans
2
Retirement
1
$23.4M assets
Welfare
1
$152K premiums
Participants
241
2825 WILCREST DRIVE, SUITE 350 - HOUSTON, TX 77042713-780-7563shahsmith.comLinkedIn51-200 employeesinformation technology and services
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $152K premiums / 102 covered livesCarrier market share
Premium dollars by Schedule A carrier
100%top
- THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA100%
Broker market share
Schedule A broker compensation
100%top
- USI INSURANCE SERVICES 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
SHAH SMITH & ASSOCIATES, INC. PROFIT SHARING PLAN
401k
Assets$23.4M
Participants139
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
SHAH SMITH & ASSOCIATES, INC. HEALTH AND WELFARE PLAN
Fully Insured - THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
Premiums$152K
Covered lives102
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | SHAH SMITH & ASSOCIATES, INC. PROFIT SHARING PLAN | 401k | $23.4M | 139 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | SHAH SMITH & ASSOCIATES, INC. HEALTH AND WELFARE PLAN | Fully Insured | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | $152K | 102 | 2025 |
Retirement plans
Welfare plans