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Sponsor portfolioWelfare / HealthEIN 26-0050650

SMS HOLDINGS CORP

7135 CHARLOTTE PIKE · NASHVILLE, TN 37209
6153991839
Plans filed
1
Years active
2015–2025
Industry
NAICS 56
Latest filing
2025
Total premiums (latest)
$3.1M
No prior year
Persons covered
1,229
No prior year
Total participants
1,467
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #502$3.1M
SMS HOLDINGS CORP EMPLOYEE BENEFITS PLAN
Fully insured1,229 covered·9 carriers
Primary: KAISER FOUNDATION HEALTH PLAN INC

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$1.9M54.4%
Dental$382K10.8%
Other$369K10.4%
Short-term disability$266K7.5%
Life$243K6.9%
Long-term disability$142K4.0%
Prescription drug$132K3.7%
Vision$82K2.3%

Carrier overview

9 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
KAISER FOUNDATION HEALTH PLAN INC
EIN 941340523
H
$1.4M44.2%12115
DELTA DENTAL OF CALIFORNIA
EIN 620812197
D
$382K12.1%111,229
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
EIN 350472300
STDLTD
$362K11.5%13496
HAWAII MEDICAL SERVICE ASSOCIATION
EIN 990040115
H
$361K11.5%1146
HARTFORD LIFE AND ACCIDENT
EIN 060838648
LOth
$227K7.2%12530
AMERICAN HERITAGE LIFE INSURANCE COMPANY
EIN 590781901
Oth
$162K5.1%11545
BLUE CROSS OF CALIFORNIA
EIN 630103830
HRxOth
$132K4.2%1118
VISION SERVICE PLAN
EIN 061227840
V
$82K2.6%11796
SYMETRA LIFE INSURANCE COMPANY
EIN 910742147
HLSTDOth
$46K1.5%1193

Broker overview

3 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
BROWN & BROWN INSURANCE SERVICESBRENTWOOD, TNVISION SERVICE PLAN, HARTFORD LIFE AND ACCIDENT, AMERICAN HERITAGE LIFE INSURANCE COMPANY, THE LINCOLN NATIONAL LIFE INSURANCE COMPANY, SYMETRA LIFE INSURANCE COMPANY$156K$13K$169K98.2%1
GROUP INSURANCE SERVICES INCCHATANOOGA, TNSYMETRA LIFE INSURANCE COMPANY$0$2K$2K0.9%1
LOCKTON COMPANIES, LLCKANSAS CITY, MOAMERICAN HERITAGE LIFE INSURANCE COMPANY$1K$0$1K0.8%1

History & trajectory

11 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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