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

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PlanOptica

Pricing

Welfare plans
Brokers
SMITH III, ORMA R

Welfare broker

SMITH III, ORMA R

Mailing address (most recent filing)

3725 CHAMPION HILLS DR

STE 3300

MEMPHIS, TN 38125

Total comp: $25K
Commissions: $25K
Fees: $326
Filings: 6
Sponsors: 6

Not enough current filings to build analytics for SMITH III, ORMA R.

No sponsors where SMITH III, ORMA R 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
SMITH III, ORMA R

Welfare broker

SMITH III, ORMA R

Mailing address (most recent filing)

3725 CHAMPION HILLS DR

STE 3300

MEMPHIS, TN 38125

Total comp: $25K
Commissions: $25K
Fees: $326
Filings: 6
Sponsors: 6

Not enough current filings to build analytics for SMITH III, ORMA R.

No sponsors where SMITH III, ORMA R 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