Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$804K
- Prescription drug$653K
- Other$207K
- Short-term disability$150K
- Long-term disability$150K
- Dental$59K
- +2 more
Sponsor portfolio
ROBERT A SMITH, INC.
EIN 95-1904354Latest filing 2025
Plans
2
Retirement
1
$14.5M assets
Welfare
1
$863K premiums
Participants
253
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $863K premiums / 141 covered livesCarrier market share
Premium dollars by Schedule A carrier
76%top
- CALIFORNIA PHYSICIANS SERVICE76%
- AMERICAN FIDELITY ASSURANCE COMPANY17%
- PRINCIPAL LIFE INSURANCE COMPANY6%
- THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA1%
Broker market share
Schedule A broker compensation
95%top
- DIGITAL INSURANCE LLC95%
- CENTRO BENEFITS RESEARCH LLC5%
- COMPREHENSIVE FINANCIAL & INSURANCE0%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
BOB SMITH BMW/MINI 401(K) PLAN
401k
Assets$14.5M
Participants138
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
BOB SMITH BMW/MINI HEALTH & WELFARE PLAN
Fully Insured - CALIFORNIA PHYSICIANS' SERVICE
Premiums$863K
Covered lives141
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | BOB SMITH BMW/MINI 401(K) PLAN | 401k | $14.5M | 138 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | BOB SMITH BMW/MINI HEALTH & WELFARE PLAN | Fully Insured | CALIFORNIA PHYSICIANS' SERVICE | $863K | 141 | 2025 |
Retirement plans
Welfare plans