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Sponsor portfolio

SMALL MINE DEVELOPMENT LLC

EIN 94-2866465-Latest filing 2025
Plans
3
Retirement
2
$59.7M assets
Welfare
1
$378K premiums
Participants
1,382
670 E RIVERPARK LANE, #100 - BOISE, ID 83706208-338-8880
Plans on this EIN
3 filings
#001401k-$46.4M - 577 part#002ESOP-$13.3M - 438 part#501Mixed-$378K - 632 lives

Retirement portfolio analytics

2 plans aggregated / $59.7M assets / 1,015 participants

Assets by plan

Share of aggregate retirement assets

78%top
  • 401(K) RETIREMENT Savings (#001)78%
  • EMPLOYEE STOCK OWNERSHIP (#002)22%
Total $59.7MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • 401(K) RETIREMENT Savings (#001)577
  • EMPLOYEE STOCK OWNERSHIP (#002)438
Total 1,015Click row to drill in

Benefits portfolio analytics

1 plan / $378K premiums / 632 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$363K
  • Life$86K
  • Long-term disability$16K
Total $378K3 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
73%top
  • UNUM LIFE INSURANCE COMPANY OF AMERICA73%
  • METROPOLITAN LIFE INSURANCE COMPANY23%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA4%
Total $378K3 slices

Broker market share

Schedule A broker compensation

Split broker
40%top
  • CUSTOM INSURANCE SPECIALISTS INC40%
  • ALLIANT INSURANCE SERVICES, INC.23%
  • JILL HUGHES16%
  • DESIREE ROBERTSON14%
  • USI INSURANCE SERVICES LLC7%
Total $51K5 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

SMALL MINE DEVELOPMENT, LLC 401(K) RETIREMENT SAVINGS PLAN

401k

Assets$46.4M
Participants577
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

SMALL MINE DEVELOPMENT EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$13.3M
Participants438
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

SMALL MINE DEVELOPMENT LLC BENEFIT PLAN

Mixed - COLONIAL LIFE & ACCIDENT INSURANCE COMPANY

Premiums$378K
Covered lives632
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001SMALL MINE DEVELOPMENT, LLC 401(K) RETIREMENT SAVINGS PLAN401k$46.4M5772024
002SMALL MINE DEVELOPMENT EMPLOYEE STOCK OWNERSHIP PLANESOP$13.3M4382024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501SMALL MINE DEVELOPMENT LLC BENEFIT PLANMixedCOLONIAL LIFE & ACCIDENT INSURANCE COMPANY$378K6322025
Retirement plans
Welfare plans
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