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Sponsor portfolioWelfare / HealthEIN 20-4525937
SMARTBIZ BANK, N.A.
d/b/a SMARTBIZ LOANS
385 WAUKEGAN RD · NORTHBROOK, IL 60062
8662838726
- Plans filed
- 1
- Years active
- 2025–2025
- Industry
- NAICS 56
- Latest filing
- 2025
Total premiums (latest)
$387K
No prior year
Persons covered
152
No prior year
Total participants
123
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 |
|---|---|---|---|
| Dental | $310K | 15.4% | |
| Vision | $310K | 15.4% | |
| Life | $310K | 15.4% | |
| Short-term disability | $310K | 15.4% | |
| Long-term disability | $310K | 15.4% | |
| Other | $310K | 15.4% | |
| Health | $77K | 3.8% | |
| Prescription drug | $77K | 3.8% |
Carrier overview
2 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 135123390 | DVLSTDLTDOth | $310K | 80.1% | 1 | 1 | 152 |
EIN 941340523 | HRx | $77K | 19.9% | 1 | 1 | 9 |
Broker overview
1 broker · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| SEQUOIA BENEFITS & INS SVCS LLC | SAN MATEO, CA | KAISER FOUNDATION HEALTH PLAN INC, THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | $42K | $5K | $47K | 100.0% | 1 |
Policy details
Latest year, by plan