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Sponsor portfolio

SMITH-EMERY INTERNATIONAL, INC.

EIN 95-3072721-construction-Latest filing 2025
Plans
4
Retirement
2
$19.5M assets
Welfare
2
$1.1M premiums
Participants
589
791 EAST WASHINGTON BOULEVARD, 3RD FLOOR - LOS ANGELES, CA 90021213-749-3411smithemeryinternational.comLinkedIn51-200 employeesconstruction
Plans on this EIN
4 filings
#001401k-$13.5M - 210 part#002401k-$6.0M - 143 part#502Fully Insured-$1.1M - 85 lives#501Fully Insured-$5K - 131 lives

Retirement portfolio analytics

2 plans aggregated / $19.5M assets / 353 participants

Assets by plan

Share of aggregate retirement assets

69%top
  • INC. 401K PLAN (#001)69%
  • UNION 401K PLAN (#002)31%
Total $19.5MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • INC. 401K PLAN (#001)210
  • UNION 401K PLAN (#002)143
Total 353Click row to drill in

Benefits portfolio analytics

2 plans / $1.1M premiums / 216 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.1M
  • Prescription drug$1.1M
  • Life$5K
  • Other$5K
Total $1.1M4 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
100%top
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY100%
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY0%
Total $1.1M2 slices

Broker market share

Schedule A broker compensation

Split broker
72%top
  • S AND K FINANCIAL AND INS. SVC. INC72%
  • ROGERS BENEFIT GROUP INC28%
Total $79K2 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

SMITH-EMERY INTERNATIONAL, INC. 401K PLAN

401k

Assets$13.5M
Participants210
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

SMITH-EMERY INTERNATIONAL, INC. UNION 401K PLAN

401k

Assets$6.0M
Participants143
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

SMITH-EMERY INTERNATIONAL, INC.

Fully Insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES

Premiums$1.1M
Covered lives85
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#501

SMITH-EMERY INTERNATIONAL, INC.

Fully Insured - THE LINCOLN NATIONAL LIFE INSURANCE COMPANY

Premiums$5K
Covered lives131
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001SMITH-EMERY INTERNATIONAL, INC. 401K PLAN401k$13.5M2102024
002SMITH-EMERY INTERNATIONAL, INC. UNION 401K PLAN401k$6.0M1432024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
502SMITH-EMERY INTERNATIONAL, INC.Fully InsuredCIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES$1.1M852025
501SMITH-EMERY INTERNATIONAL, INC.Fully InsuredTHE LINCOLN NATIONAL LIFE INSURANCE COMPANY$5K1312025
Retirement plans
Welfare plans
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