Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$2.2M
- Dental$2.2M
- Vision$2.2M
- Prescription drug$2.2M
- Other$404K
- Life$255K
- +2 more
Sponsor portfolio
SMI MANAGEMENT, LLC
EIN 83-1940216InformationLatest filing 2024
Plans
2
Retirement
1
$42.6M assets
Welfare
1
$2.6M premiums
Participants
1,338
106 WEDGEWOOD DRIVE - CARROLLTON, GA 30117770-834-0831
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $2.6M premiums / 703 covered livesCarrier market share
Premium dollars by Schedule A carrier
88%top
- CIGNA HEALTH AND LIFE INSURANCE COMPANY88%
- LIFE INSURANCE COMPANY OF NORTH AMERICA10%
- 98POINT61%
- METROPOLITAN LIFE INSURANCE COMPANY1%
- ESPYR0%
Broker market share
Schedule A broker compensation
100%top
- LOCKTON COMPANIES, LLC100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
SMI MANAGEMENT, LLC 401(K) PLAN AND TRUST
401k
Assets$42.6M
Participants762
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502
SMI MANAGEMENT, LLC
Fully Insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES
Premiums$2.6M
Covered lives703
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | SMI MANAGEMENT, LLC 401(K) PLAN AND TRUST | 401k | $42.6M | 762 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 502 | SMI MANAGEMENT, LLC | Fully Insured | CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES | $2.6M | 703 | 2024 |
Retirement plans
Welfare plans