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Sponsor portfolioWelfare / HealthEIN 20-4091629

SMARTBANK

5401 KINGSTON PIKE, SUITE 600 · KNOXVILLE, TN 37919
8654375700
Plans filed
4
Years active
2016–2025
Industry
NAICS 52
Latest filing
2025
Total premiums (latest)
$1.1M
No prior year
Persons covered
1,104
No prior year
Total participants
604
No prior year
Plans filed
4
No prior year

Plans under this sponsor

4 plans
Plan #501$1.1M
SMARTBANK EMPLOYEE BENEFITS PLAN
Mixed1,104 covered·4 carriers
Primary: SUN LIFE ASSURANCE COMPANY OF CANADA
Plan #502$484K
SMARTBANK LIFE INSURANCE AND DISABILITY PLAN
Fully insured495 covered·1 carrier
Primary: PRINCIPLE LIFE INSURANCE COMPANY
Plan #503$308K
SMARTBANK DENTAL PLAN
Fully insured448 covered·1 carrier
Primary: BLUECROSS BLUESHIELD OF TENNESSEE, INC.
Plan #504$63K
SMARTBANK VISION PLAN
Fully insured460 covered·1 carrier
Primary: VISION SERVICE PLAN

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Other$666K21.6%
Life$657K21.3%
Short-term disability$657K21.3%
Long-term disability$657K21.3%
Dental$380K12.3%
Vision$66K2.2%

Carrier overview

4 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
SUN LIFE ASSURANCE COMPANY OF CANADA
EIN 381082080
LSTDLTDOth
$657K59.0%11604
DELTA DENTAL OF CALIFORNIA
EIN 620812197
D
$380K34.2%111,104
VISION SERVICE PLAN
EIN 061227840
V
$66K6.0%11560
CURALINC HEALTHCARE
EIN 331206383
Oth
$9K0.8%11545

Broker overview

1 broker · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
GALLAGHER BENEFIT SERVICES, INC.BRENTWOOD, TNDELTA DENTAL OF TENNESSEE, VISION SERVICE PLAN, SUN LIFE ASSURANCE COMPANY OF CANADA$92K$12K$104K100.0%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
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