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Sponsor portfolio

SMITH CHASON COLLEGE

EIN 95-4686517-Latest filing 2025
Plans
2
Retirement
1
$4.5M assets
Welfare
1
$2.5M premiums
Participants
730
3110 N CENTRAL AVE, SUITE L-100 - PHOENIX, AZ 85012888-897-2547
Plans on this EIN
2 filings
#001401k-$4.5M - 471 part#501Fully Insured-$2.5M - 325 lives

Benefits portfolio analytics

1 plan / $2.5M premiums / 325 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.4M
  • Dental$1.9M
  • Prescription drug$1.9M
  • Other$67K
  • Life$37K
  • Short-term disability$16K
  • +2 more
Total $2.5M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
76%top
  • UNITEDHEALTHCARE INSURANCE COMPANY76%
  • KAISER FOUNDATION HEALTH PLAN INC20%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA3%
  • VISION SERVICE PLAN1%
Total $2.5M4 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • THE BALDWIN GROUP WEST LLC100%
Total $135K1 slice

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 CHASON COLLEGE, INC. 401(K) PLAN

401k

Assets$4.5M
Participants471
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

SMITH CHASON COLLEGE BENEFIT PLAN

Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$2.5M
Covered lives325
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001SMITH CHASON COLLEGE, INC. 401(K) PLAN401k$4.5M4712024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501SMITH CHASON COLLEGE BENEFIT PLANFully InsuredUNITEDHEALTHCARE INSURANCE COMPANY$2.5M3252025
Retirement plans
Welfare plans
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