Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Stop-loss$373K
- Other$53K
- Life$33K
- Long-term disability$8K
Filings through .
Roach and Smith Distributors, Inc.
EIN 81-0300846Wholesale TradeLatest filing 2025
Plans
2
Retirement
1
$17.4M assets
Health & Benefits
1
$433K premiums
Participants
426
1005 SOUTH MONTANA STREET - BUTTE, MT 597012839406-782-9158
Plans on this EIN
2 filingsHealth & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
Benefits portfolio analytics
1 plan / $433K premiums / 286 covered lives
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Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#001
ROACH & SMITH DISTRIBUTORS, INC. RETIREMENT PLAN & TRUST
401(k)
Assets$17.4M
Participants243
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#502
ROACH & SMITH DISTRIBUTORS,INC. EMPLOYEE BENEFITS PLAN
Mixed - HM LIFE INSURANCE COMPANY
Premiums$433K
Covered lives286
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
1 plan on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | ROACH & SMITH DISTRIBUTORS, INC. RETIREMENT PLAN & TRUST | 401(k) | $17.4M | 243 | 2025 |
- #001 · 401(k) · 2025243
Health & Benefits plans
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #502 | ROACH & SMITH DISTRIBUTORS,INC. EMPLOYEE BENEFITS PLAN | Mixed | HM LIFE INSURANCE COMPANY | $433K | 286 | 2025 |
- #502 · Mixed · HM LIFE INSURANCE COMPANY · 2025286
Retirement plans
Health & Benefits plans