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Sponsor portfolioWelfare / HealthEIN 81-1489804

SMITH HEALTH, INC.

300 BRANNAN ST · SAN FRANCISCO, CA 94107
8444540123
Plans filed
1
Years active
2023–2025
Industry
NAICS 52
Latest filing
2025
Total premiums (latest)
$1.1M
No prior year
Persons covered
607
No prior year
Total participants
673
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$1.1M
SMITH HEALTH, INC. HEALTH & WELFARE BENEFITS PLAN
Fully insured607 covered·3 carriers
Primary: STARMOUNT LIFE INSURANCE COMPANY

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Dental$505K23.4%
Vision$505K23.4%
Health$240K11.1%
Prescription drug$240K11.1%
Short-term disability$211K9.7%
Long-term disability$211K9.7%
Life$126K5.8%
Other$126K5.8%

Carrier overview

3 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
STARMOUNT LIFE INSURANCE COMPANY
EIN 720977315
DV
$505K46.7%11555
UNUM LIFE INSURANCE COMPANY OF AMERICA
EIN 010278678
LSTDLTDOth
$336K31.1%12607
KAISER FOUNDATION HEALTH PLAN INC
EIN 941340523
HRx
$240K22.2%1130

Broker overview

4 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
CENTRO BENEFITS RESEARCH LLCKIRKWOOD, MOUNUM LIFE INSURANCE COMPANY OF AMERICA, STARMOUNT LIFE INSURANCE COMPANY$17K$18K$35K52.0%1
CHERRY CREEK BENEFITSENGLEWOOD, COUNUM LIFE INSURANCE COMPANY OF AMERICA, KAISER FOUNDATION HEALTH PLAN, INC., STARMOUNT LIFE INSURANCE COMPANY$12K$17K$29K42.4%1
REUBEN WARNER ASSOCIATES, INC.WESTLAKE VILLAGE, CAKAISER FOUNDATION HEALTH PLAN, INC.$4K$0$4K5.6%1
ASSUREX GLOBAL CORPORATIONDUBLIN, OHUNUM LIFE INSURANCE COMPANY OF AMERICA, STARMOUNT LIFE INSURANCE COMPANY$0$0$00.0%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
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