PlanOptica

Plan research for advisors and brokers. Every retirement and welfare filing, peer-ranked and a decade deep, sourced to the line.

Product

Retirement plans
Welfare plans
Providers
Pricing

Data

Downloads hub
Retirement plans CSV
Welfare plans CSV
Custom analytics

Resources

Documentation
Filter catalog
Plan-page guide
Glossary

Company

About
Contact
Privacy
Terms

PlanOptica

Pricing

Welfare plans
Brokers
PATRICIA H SMITH

Welfare broker

PATRICIA H SMITH

Mailing address (most recent filing)

7200 PRESTON RD, APT 214

PLANO, TX 75024

Total comp: $19
Commissions: $19
Fees: $0
Filings: 2
Sponsors: 2

Not enough current filings to build analytics for PATRICIA H SMITH.

No sponsors where PATRICIA H SMITH is the primary broker on the latest filing.

Sponsor	Loc	Premium	Comp	Carrier

PlanOptica

Plan research for advisors and brokers. Every retirement and welfare filing, peer-ranked and a decade deep, sourced to the line.

Product

Retirement plans
Welfare plans
Providers
Pricing

Data

Downloads hub
Retirement plans CSV
Welfare plans CSV
Custom analytics

Resources

Documentation
Filter catalog
Plan-page guide
Glossary

Company

About
Contact
Privacy
Terms

PlanOptica

Pricing

Welfare plans
Brokers
PATRICIA H SMITH

Welfare broker

PATRICIA H SMITH

Mailing address (most recent filing)

7200 PRESTON RD, APT 214

PLANO, TX 75024

Total comp: $19
Commissions: $19
Fees: $0
Filings: 2
Sponsors: 2

Not enough current filings to build analytics for PATRICIA H SMITH.

No sponsors where PATRICIA H SMITH is the primary broker on the latest filing.

Sponsor	Loc	Premium	Comp	Carrier

PlanOptica

Plan research for advisors and brokers. Every retirement and welfare filing, peer-ranked and a decade deep, sourced to the line.

Product

Retirement plans
Welfare plans
Providers
Pricing

Data

Downloads hub
Retirement plans CSV
Welfare plans CSV
Custom analytics

Resources

Documentation
Filter catalog
Plan-page guide
Glossary

Company

About
Contact
Privacy
Terms