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Sponsor portfolioWelfare / HealthEIN 52-1092879

WILLIAM C. SMITH & COMPANY, INC.

1100 NEW JERSEY AVENUE SE · WASHINGTON, DC 20003
2023711220
Plans filed
5
Years active
2016–2025
Industry
NAICS 53
Latest filing
2025
Total premiums (latest)
$298K
No prior year
Persons covered
380
No prior year
Total participants
1,008
No prior year
Plans filed
5
No prior year

Plans under this sponsor

5 plans
Plan #502$298K
WILLIAM C. SMITH & COMPANY WELFARE BENEFIT PLAN
Mixed380 covered·4 carriers
Primary: HARTFORD LIFE AND ACCIDENT
Plan #503$111K
WILLIAM C. SMITH & CO. GROUP DENTAL PLAN
Fully insured0 covered·2 carriers
Primary: CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES
Plan #504$103K
WILLIAM C. SMITH & CO. DISABILITY PLAN
Fully insured0 covered·1 carrier
Primary: HARTFORD LIFE AND ACCIDENT
Plan #505$70K
WILLIAM C. SMITH AND CO. LIFE AND ACCIDENTAL DEATH AND DISMEMBERMENT PLAN
Fully insured0 covered·1 carrier
Primary: HARTFORD LIFE AND ACCIDENT
Plan #506$0
WILLIAM C. SMITH & COMPANY, INC. EAP
Unknown0 covered·0 carriers

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Other$272K25.5%
Life$256K24.0%
Short-term disability$256K24.0%
Long-term disability$256K24.0%
Vision$25K2.4%
Dental$1K0.1%

Carrier overview

4 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
HARTFORD LIFE AND ACCIDENT
EIN 060838648
LSTDLTDOth
$256K85.8%11363
EYEMED VISION CARE
EIN 430949844
V
$25K8.5%11380
ARAG INSURANCE COMPANY
EIN 421338303
Oth
$16K5.3%11116
CIGNA HEALTH AND LIFE INSURANCE COMPANY
EIN 591031071
D
$1K0.3%110

Broker overview

2 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
KELLY & ASSOCIATES INSURANCE GROUPSPARKS GLENCOE, MDHARTFORD LIFE AND ACCIDENT, EYEMED VISION CARE ON BEHALF OF FIDELITY SECURITY LIFE INSURANCE CO., CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES$32K$20K$52K88.5%1
WILLIS TOWERS WATSON US LLCCHICAGO, ILEYEMED VISION CARE ON BEHALF OF FIDELITY SECURITY LIFE INSURANCE CO., ARAG INSURANCE COMPANY, CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES$6K$525$7K11.5%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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