PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. SME INDUSTRIES, INC
Sponsor portfolio

SME INDUSTRIES, INC

EIN 87-0495960-Latest filing 2025
Plans
2
Retirement
1
$17.5M assets
Welfare
1
$11.5M premiums
Participants
2,376
5801 WEST WELLS PARK ROAD - WEST JORDAN, UT 84081801-280-0711
Plans on this EIN
2 filings
#001401k-$17.5M - 1,349 part#501Mixed-$11.5M - 1,757 lives

Benefits portfolio analytics

1 plan / $11.5M premiums / 1,757 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$11.0M
  • Other$314K
  • Life$287K
  • Short-term disability$285K
  • Vision$112K
Total $11.5M5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
96%top
  • SELECTHEALTH96%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA3%
  • AMERITAS LIFE INSURANCE CORP.1%
  • INTERMOUNTAIN EMPLOYEE ASSISTANCE PROGRAM0%
  • ZURICH AMERICAN INSURANCE COMPANY0%
Total $11.5M5 slices

Broker market share

Schedule A broker compensation

Split broker
98%top
  • ALTURA BENEFITS LLC98%
  • ATLURA BENEFITS LLC2%
  • AON CONSULTING INC0%
  • BOLWAR, DUANE, ANDREW0%
Total $222K4 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

SME 401(K) EMPLOYEE SAVINGS PLAN

401k

Assets$17.5M
Participants1,349
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

SME INDUSTRIES, INC EMPLOYEE BENEFITS PLAN

Mixed - SELECTHEALTH

Premiums$11.5M
Covered lives1,757
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001SME 401(K) EMPLOYEE SAVINGS PLAN401k$17.5M1,3492024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501SME INDUSTRIES, INC EMPLOYEE BENEFITS PLANMixedSELECTHEALTH$11.5M1,7572025
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica