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Sponsor portfolioWelfare / HealthEIN 20-3167069

SMILEBUILDERZ, LLC.

204 BUTLER AVE · LANCASTER, PA 17601
7174817645
Plans filed
2
Years active
2016–2025
Industry
NAICS 62
Latest filing
2025
Total premiums (latest)
$405K
No prior year
Persons covered
223
No prior year
Total participants
292
No prior year
Plans filed
2
No prior year

Plans under this sponsor

2 plans
Plan #502$307K
SMILEBUILDERZ LLC GROUP MEDICAL PLAN
Self-funded12 covered·1 carrier
Primary: HM LIFE INSURANCE COMPANY
Plan #501$98K
SMILEBUILDERZ LLC EMPLOYEE BENEFIT PLAN
Fully insured211 covered·3 carriers
Primary: PRINCIPAL LIFE INSURANCE COMPANY

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Stop-loss$307K55.1%
Dental$51K9.1%
Vision$51K9.1%
Life$51K9.1%
Other$51K9.1%
Short-term disability$28K5.0%
Long-term disability$20K3.6%

Carrier overview

4 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
HM LIFE INSURANCE COMPANY
EIN 061041332
SL
$307K75.7%1112
PRINCIPAL LIFE INSURANCE COMPANY
EIN 420127290
DVLOth
$51K12.5%11211
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
EIN 350472300
STDLTD
$48K11.7%1253
TELADOC
EIN 043705970
$00.0%110

Broker overview

3 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
AP BENEFIT ADVISORS, LLCHUNT VALLEY, MDPRINCIPAL LIFE INSURANCE COMPANY, LINCOLN NATIONAL LIFE INSURANCE COMPANY$13K$783$13K64.9%1
GIS BENEFITS INCMORRIS, ILPRINCIPAL LIFE INSURANCE COMPANY, LINCOLN NATIONAL LIFE INSURANCE COMPANY$0$6K$6K27.0%1
ASSUREDPARTNERSHUNT VALLEY, MDLINCOLN NATIONAL LIFE INSURANCE COMPANY$0$2K$2K8.1%1

History & trajectory

8 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
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