Plan Ledger DOL Form 5500 · updated monthly

Strategic Management Solutions, LLCbenefits

Strategic Management Solutions, LLC Welfare Benefit Plan · ALBUQUERQUE, NM · plan year 2025

Previously filed as Strategic Management Solutions LLC. Same employer identification number; renames and acquisitions are why old benefits and 401(k) accounts get lost.

Broker compensation reported · 2025
$68,385

Strategic Management Solutions, LLC's benefits plans covered 240 active participants in 2025, providing health · life · dental · vision · short-term disability · long-term disability · other. Insurance brokers and agents were paid $68,385 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $285 per covered person, above the median for employer plans that report broker pay. Broker pay fell 31% from $98,506 in 2024.

Insurance contracts · 202510
UNITED OF OMAHA LIFE INSURANCE COMPANY · ltdpremiums n/a · 252 covered
CIGNA HEALTH AND LIFE INSURANCE COMPANY · health visionpremiums n/a · 368 covered
CIGNA HEALTH AND LIFE INSURANCE COMPANY · dentalpremiums n/a · 232 covered
UNUM INSURANCE COMPANYpremiums n/a · 99 covered
UNUM INSURANCE COMPANYpremiums n/a · 75 covered
UNUM INSURANCE COMPANYpremiums n/a · 61 covered
MED INVESTORS DEVELOPMENT, LLC DBA ONE TO ONE HEALTHpremiums n/a · 181 covered
UNITED OF OMAHA LIFE INSURANCE COMPANY · lifepremiums n/a · 252 covered
UNITED OF OMAHA LIFE INSURANCE COMPANY · stdpremiums n/a · 252 covered
UNITED OF OMAHA LIFE INSURANCE COMPANY · lifepremiums n/a · 135 covered
Brokers & agents paid · 20254
MCGRIFF, A MARSH & MCLENNAN AG$2,304 · incl $574 fees
Also brokered by Marsh McLennan Agency5
Rme LTD. LLC CO$10,578,643

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Source: DOL Form 5500 Schedule A, plan year 2025, EIN 261423043 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.