PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Welfare plans/
  2. Sponsors/
  3. STRATEGIC MANAGEMENT SOLUTIONS, LLC

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.

Start for $4.99
Sponsor portfolioWelfare / HealthEIN 26-1423043

STRATEGIC MANAGEMENT SOLUTIONS, LLC

6301 INDIAN SCHOOL RD NE SUITE 501 · ALBUQUERQUE, NM 871107138
8657617203
Plans filed
1
Years active
2023–2025
Industry
NAICS 54
Latest filing
2025
Total premiums (latest)
$526K
No prior year
Persons covered
368
No prior year
Total participants
240
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #502$526K
STRATEGIC MANAGEMENT SOLUTIONS, LLC WELFARE BENEFIT PLAN
Fully insured368 covered·4 carriers
Primary: CIGNA HEALTH AND LIFE INSURANCE COMPANY

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$292K34.0%
Vision$292K34.0%
Dental$92K10.7%
Other$78K9.0%
Life$42K4.8%
Long-term disability$38K4.4%
Short-term disability$27K3.1%

Carrier overview

4 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
CIGNA HEALTH AND LIFE INSURANCE COMPANY
EIN 591031071
HDV
$384K73.1%12368
UNITED OF OMAHA LIFE INSURANCE COMPANY
EIN 470322111
LSTDLTDOth
$106K20.1%14252
UNUM LIFE INSURANCE COMPANY OF AMERICA
EIN 042381280
Oth
$29K5.5%1399
MED INVESTORS DEVELOPMENT, LLC DBA ONE TO ONE HEALTH
EIN 463155880
Oth
$7K1.4%11181

Broker overview

1 broker · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
MARSH & MCLENNAN AGENCY LLCGREENSBORO, NCUNUM INSURANCE COMPANY, UNITED OF OMAHA LIFE INSURANCE COMPANY, CIGNA HEALTH AND LIFE INSURANCE COMPANY$68K$574$68K100.0%1

History & trajectory

3 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
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica