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Sponsor portfolioWelfare / HealthEIN 83-1940216
SMI MANAGEMENT, LLC
106 WEDGEWOOD DRIVE · CARROLLTON, GA 30117
7708340831
- Plans filed
- 1
- Years active
- 2019–2025
- Industry
- NAICS 54
- Latest filing
- 2025
Total premiums (latest)
$739K
No prior year
Persons covered
1,314
No prior year
Total participants
605
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 |
|---|---|---|---|
| Other | $481K | 25.5% | |
| Life | $295K | 15.7% | |
| Short-term disability | $295K | 15.7% | |
| Long-term disability | $295K | 15.7% | |
| Dental | $259K | 13.7% | |
| Vision | $259K | 13.7% |
Carrier overview
5 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 362739571 | DVOth | $392K | 53.0% | 1 | 2 | 605 |
EIN 231503749 | LSTDLTDOth | $295K | 39.8% | 1 | 1 | 605 |
EIN 815231430 | Oth | $24K | 3.2% | 1 | 1 | 1,314 |
EIN 222342710 | Oth | $20K | 2.7% | 1 | 1 | 54 |
EIN 581924071 | Oth | $10K | 1.3% | 1 | 1 | 605 |
Broker overview
1 broker · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| LOCKTON COMPANIES, LLC | ATLANTA, GA | METROPOLITAN GENERAL INSURANCE COMPANY, LIFE INSURANCE COMPANY OF NORTH AMERICA, UNITEDHEALTHCARE | $63K | $9K | $71K | 100.0% | 1 |
History & trajectory
7 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