Plan Ledger DOL Form 5500 · updated monthly

Sma America Holdingsbenefits

Sma America Holdings · ROCKLIN, CA · plan year 2025

Broker compensation reported · 2025
$417,250

Sma America Holdings's benefits plans covered 250 active participants in 2025, providing health · life · dental · vision · short-term disability · long-term disability · other. Insurance brokers and agents were paid $417,250 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $1,669 per covered person, in the top 10% of employer plans that report broker pay. Broker pay rose 13% from $367,730 in 2024.

Insurance contracts · 20255
PRINCIPAL LIFE INSURANCE COMPANY · dental vision life std ltd ppopremiums n/a · 561 covered
AETNA LIFE INSURANCE CO. · health ppopremiums n/a · 321 covered
KAISER FOUNDATION HEALTH PLAN INC · health drug hmopremiums n/a · 182 covered
KAISER FOUNDATION HEALTH PLAN INC · health drug hmopremiums n/a · 21 covered
Brokers & agents paid · 20254
DIGITAL INSURANCE INC.$301,548 · incl $8,310 fees
DIGITAL INSURANCE LLC$80,980 · incl $23,495 fees
CENTRO BENEFITS RESEARCH LLC$26,170 · incl $24,341 fees
DIGITAL INSUANCE INC$8,552
Also brokered by Digital Insurance Inc.5

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Source: DOL Form 5500 Schedule A, plan year 2025, EIN 680678738 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.