Open any plan below to see its carriers, broker commissions and premiums.
Solo shows those sections on each welfare plan. Your first month is $4.99.
Sponsor portfolioWelfare / HealthEIN 20-2954357
SMARTSHEET, INC.
500 108TH AVENUE NE · BELLEVUE, WA 98004
4253242360
- Plans filed
- 1
- Years active
- 2016–2025
- Industry
- NAICS 51
- Latest filing
- 2025
Total premiums (latest)
$5.3M
No prior year
Persons covered
4,547
No prior year
Total participants
2,085
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 |
|---|---|---|---|
| Other | $3.0M | 25.5% | |
| Dental | $2.3M | 19.1% | |
| Life | $2.2M | 18.4% | |
| Short-term disability | $2.2M | 18.2% | |
| Long-term disability | $2.2M | 18.2% | |
| Health | $24K | 0.2% | |
| Vision | $24K | 0.2% | |
| Prescription drug | $24K | 0.2% |
Carrier overview
5 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 010278678 | LSTDLTDOth | $2.4M | 45.1% | 1 | 2 | 2,045 |
EIN 910621480 | D | $2.2M | 42.6% | 1 | 1 | 4,547 |
EIN 864006611 | Oth | $620K | 11.8% | 1 | 1 | 2,045 |
EIN 990040115 | HRxDVLOth | $24K | 0.5% | 1 | 2 | 5 |
EIN 362149353 | Oth | $7K | 0.1% | 1 | 1 | 2,045 |
Broker overview
2 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| LOCKTON COMPANIES, LLC | CHICAGO, IL | UNUM LIFE INSURANCE COMPANY OF AMERICA, UNUM INSURANCE COMPANY | $162K | $54K | $216K | 50.4% | 1 |
| ABD INS. AND FINANCIAL SVCS., INC. | SAN MATEO, CA | UNUM LIFE INSURANCE COMPANY OF AMERICA, UNUM INSURANCE COMPANY, FOUR EVER LIFE INSURANCE COMPANY | $168K | $45K | $213K | 49.6% | 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