Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Vision$4.3M
- Health$3.8M
- Prescription drug$3.8M
- Other$469K
- Dental$458K
- Life$458K
- +2 more
Sponsor portfolio
SMARTSTOP STORAGE ADVISORS, LLC
EIN 83-4447046Latest filing 2025
Plans
2
Retirement
1
$11.8M assets
Welfare
1
$4.3M premiums
Participants
1,089
10 TERRACE ROAD - LADERA RANCH, CA 92694949-429-6600
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $4.3M premiums / 507 covered livesCarrier market share
Premium dollars by Schedule A carrier
89%top
- BLUE CROSS OF CALIFORNIA89%
- THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA11%
- METROPOLITAN LIFE INSURANCE COMPANY0%
Broker market share
Schedule A broker compensation
99%top
- THE BALDWIN GROUP WEST LLC99%
- BURNHAM BENEFITS INSURANCE SERVICES1%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
SMARTSTOP STORAGE ADVISORS 401(K) PLAN
401k
Assets$11.8M
Participants609
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
SMARTSTOP STORAGE ADVISORS, LLC HEALTH AND WELFARE PLAN
Fully Insured - BLUE CROSS OF CALIFORNIA
Premiums$4.3M
Covered lives507
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | SMARTSTOP STORAGE ADVISORS 401(K) PLAN | 401k | $11.8M | 609 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | SMARTSTOP STORAGE ADVISORS, LLC HEALTH AND WELFARE PLAN | Fully Insured | BLUE CROSS OF CALIFORNIA | $4.3M | 507 | 2025 |
Retirement plans
Welfare plans