Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$7.5M
- Dental$1.5M
- Other$366K
- Life$317K
- Short-term disability$317K
- Long-term disability$317K
- +1 more
Sponsor portfolio
SMITH DOUGLAS HOLDINGS LLC
EIN 81-0981602constructionLatest filing 2025
Plans
2
Retirement
1
$29.5M assets
Welfare
1
$7.9M premiums
Participants
1,013
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $7.9M premiums / 681 covered livesCarrier market share
Premium dollars by Schedule A carrier
95%top
- UNITEDHEALTHCARE INSURANCE COMPANY95%
- SUN LIFE ASSURANCE COMPANY OF CANADA4%
- EYEMED VISION CARE0%
- 1-800MD, LLC0%
Broker market share
Schedule A broker compensation
87%top
- FALLON BENEFITS GROUP INC.87%
- NFP INSURANCE SERVICES INC13%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
SMITH DOUGLAS HOMES 401(K) PLAN
401k
Assets$29.5M
Participants452
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#506
SMITH DOUGLAS HOLDINGS LLC HEALTH & WELFARE BENEFITS PLAN
Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY
Premiums$7.9M
Covered lives681
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | SMITH DOUGLAS HOMES 401(K) PLAN | 401k | $29.5M | 452 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 506 | SMITH DOUGLAS HOLDINGS LLC HEALTH & WELFARE BENEFITS PLAN | Fully Insured | UNITEDHEALTHCARE INSURANCE COMPANY | $7.9M | 681 | 2025 |
Retirement plans
Welfare plans