Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$446K
- Prescription drug$446K
- Life$17K
- Other$17K
Sponsor portfolio
SMOTHERS & WHITE, INC.
EIN 94-2835697Retail TradeLatest filing 2025
Plans
2
Retirement
1
$4.3M assets
Welfare
1
$463K premiums
Participants
232
2881 CORBY AVENUE - SANTA ROSA, CA 95407707-521-3928
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $463K premiums / 107 covered livesCarrier market share
Premium dollars by Schedule A carrier
74%top
- KAISER FOUNDATION HEALTH PLAN INC74%
- SUTTER HEALTH PLAN23%
- UNITED OF OMAHA LIFE INSURANCE COMPANY4%
Broker market share
Schedule A broker compensation
55%top
- EDGEWOOD PARTNERS INSURANCE CENTER55%
- BROWN & BROWN INSURANCE SERVICES28%
- EPIC17%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
SMOTHERS & WHITE, INC. 401(K) PROFIT SHARING PLAN
401k
Assets$4.3M
Participants125
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
SMOTHERS & WHITE INC. EMPLOYEE BENEFIT PLAN
Mixed - KAISER FOUNDATION HEALTH PLAN, INC.
Premiums$463K
Covered lives107
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | SMOTHERS & WHITE, INC. 401(K) PROFIT SHARING PLAN | 401k | $4.3M | 125 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | SMOTHERS & WHITE INC. EMPLOYEE BENEFIT PLAN | Mixed | KAISER FOUNDATION HEALTH PLAN, INC. | $463K | 107 | 2024 |
Retirement plans
Welfare plans