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Sponsor portfolioWelfare / HealthEIN 20-1816844
SM HOLDING GROUP, INC. D/B/A SHUMATE MECHNICAL LLC
2805 PREMIERE PARKWAY · DULUTH, GA 30097
6785840880
- Plans filed
- 1
- Years active
- 2016–2025
- Industry
- NAICS 23
- Latest filing
- 2025
Total premiums (latest)
$5.8M
No prior year
Persons covered
532
No prior year
Total participants
556
No prior year
Plans filed
1
No prior year
Plans under this sponsor
1 plan
Coverage overview
Aggregate, latest year
| Benefit type | Premium | Share | Distribution |
|---|---|---|---|
| Health | $5.2M | 73.5% | |
| Life | $420K | 5.9% | |
| Other | $420K | 5.9% | |
| Short-term disability | $278K | 3.9% | |
| Long-term disability | $278K | 3.9% | |
| Dental | $238K | 3.4% | |
| Vision | $238K | 3.4% |
Carrier overview
3 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 591031071 | H | $5.2M | 88.8% | 1 | 1 | 318 |
EIN 010278678 | LSTDLTDOth | $420K | 7.2% | 1 | 2 | 532 |
EIN 720977315 | DV | $238K | 4.1% | 1 | 1 | 299 |
Broker overview
1 broker · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| ALLIANT INSURANCE SERVICES, INC. | ALPHARETTA, GA | UNUM LIFE INSURANCE COMPANY OF AMERICA, CIGNA HEALTH AND LIFE INSURANCE COMPANY, STARMOUNT LIFE INSURANCE COMPANY | $80K | $149K | $228K | 100.0% | 1 |
History & trajectory
10 years · all plans
Total premiums
Summed across all plans for this sponsor.
Persons covered
EOY headcount summed across all plans.
Carrier mix
Premium by top carriers, summed across plans.
Broker compensation
Comp by top brokers, summed across plans.
Policy details
Latest year, by plan