Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Dental$505K
- Vision$505K
- Health$240K
- Prescription drug$240K
- Short-term disability$211K
- Long-term disability$211K
- +2 more
Sponsor portfolio
SMITH HEALTH, INC.
EIN 81-1489804Latest filing 2025
Plans
2
Retirement
1
$10.5M assets
Welfare
1
$1.1M premiums
Participants
1,486
300 BRANNAN ST, STE 601 - SAN FRANCISCO, CA 94107844-454-0123
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $1.1M premiums / 607 covered livesCarrier market share
Premium dollars by Schedule A carrier
47%top
- STARMOUNT LIFE INSURANCE COMPANY47%
- UNUM LIFE INSURANCE COMPANY OF AMERICA31%
- KAISER FOUNDATION HEALTH PLAN INC22%
Broker market share
Schedule A broker compensation
52%top
- CENTRO BENEFITS RESEARCH LLC52%
- CHERRY CREEK BENEFITS42%
- REUBEN WARNER ASSOCIATES, INC.6%
- ASSUREX GLOBAL CORPORATION0%
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 HEALTH 401(K) PLAN
401k
Assets$10.5M
Participants813
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
SMITH HEALTH, INC. HEALTH & WELFARE BENEFITS PLAN
Fully Insured - STARMOUNT LIFE INSURANCE COMPANY
Premiums$1.1M
Covered lives607
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | SMITH HEALTH 401(K) PLAN | 401k | $10.5M | 813 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | SMITH HEALTH, INC. HEALTH & WELFARE BENEFITS PLAN | Fully Insured | STARMOUNT LIFE INSURANCE COMPANY | $1.1M | 607 | 2025 |
Retirement plans
Welfare plans