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Sponsor portfolioWelfare / HealthEIN 39-3260790
SMS HOLDCO, LLC.
1605 ADLER CIRCLE, SUITE A · PORTAGE, IN 46368
2193182363
- Plans filed
- 1
- Years active
- 2025–2025
- Industry
- NAICS 42
- Latest filing
- 2025
Total premiums (latest)
$3.0M
No prior year
Persons covered
345
No prior year
Total participants
262
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 |
|---|---|---|---|
| Health | $2.9M | 31.6% | |
| Dental | $2.9M | 31.6% | |
| Prescription drug | $2.9M | 31.6% | |
| Life | $115K | 1.3% | |
| Short-term disability | $115K | 1.3% | |
| Long-term disability | $115K | 1.3% | |
| Other | $115K | 1.3% | |
| Vision | $17K | 0.2% |
Carrier overview
4 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 361236610 | HRxD | $2.9M | 95.5% | 1 | 1 | 345 |
EIN 362598882 | LSTDLTDOth | $115K | 3.8% | 1 | 1 | 264 |
EIN 430949844 | V | $17K | 0.5% | 1 | 1 | 230 |
EIN 201736437 | $5K | 0.2% | 1 | 1 | 22 |
Broker overview
4 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| ALLIANT INSURANCE SERVICES, INC. | HOUSTON, TX | DEARBORN LIFE INSURANCE COMPANY, FRINGE BENEFIT GROUP, BLUECROSS AND BLUESHIELD OF ILLINOIS, EYEMED VISION CARE ON BEHALF OF FIDELITY SECURITY LIFE INSURANCE CO. | $91K | $3K | $95K | 68.3% | 1 |
| LOCKTON COMPANIES, LLC | DALLAS, TX | DEARBORN LIFE INSURANCE COMPANY, FRINGE BENEFIT GROUP, BLUECROSS AND BLUESHIELD OF ILLINOIS, EYEMED VISION CARE ON BEHALF OF FIDELITY SECURITY LIFE INSURANCE CO. | $40K | $0 | $40K | 29.1% | 1 |
| MESIROW INSURANCE SERVICES INC | PORTAGE, IN | BLUECROSS AND BLUESHIELD OF ILLINOIS | $0 | $3K | $3K | 2.5% | 1 |
| THREEFLOW | CHICAGO, IL | EYEMED VISION CARE ON BEHALF OF FIDELITY SECURITY LIFE INSURANCE CO. | $153 | $0 | $153 | 0.1% | 1 |
Policy details
Latest year, by plan