Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$4.0M
- Dental$4.0M
- Other$107K
- Life$51K
- Long-term disability$38K
- Vision$29K
- +1 more
Sponsor portfolio
HEALTHSMART MANAGEMENT SERVICES ORGANIZATIONS INC
EIN 93-1209030hospital & health careLatest filing 2025
Plans
2
Retirement
1
$16.5M assets
Welfare
1
$4.2M premiums
Participants
514
5785 CORPORATE AVENUE - CYPRESS, CA 906300063714-947-8600healthsmartmso.comLinkedIn201-500 employeeshospital & health care
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $4.2M premiums / 212 covered livesCarrier market share
Premium dollars by Schedule A carrier
97%top
- BLUE CROSS OF CALIFORNIA97%
- UNITED OF OMAHA LIFE INSURANCE COMPANY1%
- PRINCIPAL LIFE INSURANCE COMPANY1%
- ANTHEM LIFE INSURANCE COMPANY1%
Broker market share
Schedule A broker compensation
93%top
- JACARANDA INSURANCE AGENCY INC93%
- EMPLOYERS RESOURCE5%
- AMWINS2%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
HEALTHSMART MANAGEMENT SERVICES ORGANIZATIONS, INC. 401(K) PLAN
401k
Assets$16.5M
Participants263
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
HEALTHSMART MANAGEMENT SERVICES ORGANIZATION INC EMPLOYEE BENEFITS PLAN
Fully Insured - BLUE CROSS OF CALIFORNIA
Premiums$4.2M
Covered lives212
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | HEALTHSMART MANAGEMENT SERVICES ORGANIZATIONS, INC. 401(K) PLAN | 401k | $16.5M | 263 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | HEALTHSMART MANAGEMENT SERVICES ORGANIZATION INC EMPLOYEE BENEFITS PLAN | Fully Insured | BLUE CROSS OF CALIFORNIA | $4.2M | 212 | 2025 |
Retirement plans
Welfare plans