Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$108K
- Life$91K
- Short-term disability$91K
- Long-term disability$91K
- Vision$15K
Sponsor portfolio
SMARTHEALTH, INC.
EIN 86-0225261program developmentLatest filing 2025
Plans
2
Retirement
1
$35.9M assets
Welfare
1
$123K premiums
Participants
628
3400 EAST MCDOWELL ROAD - PHOENIX, AZ 85008602-225-0595smarthealth.comLinkedIn1-10 employeesprogram development
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $123K premiums / 191 covered livesCarrier market share
Premium dollars by Schedule A carrier
74%top
- THE LINCOLN NATIONAL LIFE INSURANCE COMPANY74%
- EYEMED VISION CARE12%
- AMERICAN HERITAGE LIFE INSURANCE COMPANY7%
- CURALINC HEALTHCARE7%
Broker market share
Schedule A broker compensation
84%top
- MARSH & MCLENNAN AGENCY LLC84%
- LOVITT AND TOUCHE, INC.16%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
SMARTHEALTH 401(K) PLAN AND TRUST
401k
Assets$35.9M
Participants329
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#503
SMARTHEALTH, INC BENEFITS PLAN
Mixed - THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
Premiums$123K
Covered lives191
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | SMARTHEALTH 401(K) PLAN AND TRUST | 401k | $35.9M | 329 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 503 | SMARTHEALTH, INC BENEFITS PLAN | Mixed | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $123K | 191 | 2025 |
Retirement plans
Welfare plans