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Form 5500 · Employee benefit plan · CALABASAS, CA

ROBERT A SMITH, INC.

ROBERT A SMITH, INC. of CALABASAS, CA files a Form 5500 with the U.S. Department of Labor disclosing its employee benefit plan. Its broker of record is DIGITAL INSURANCE, LLC. Coverage is written through PRINCIPAL LIFE INSURANCE COMPANY and 4 other carriers. The plan's most recent policy period ended in March.

Benefits broker of record
Plan renews
March

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 95-1904354 · plan 501 · as of Jul 2026

Participants
117
Carriers on file
5
Disclosed commissions
$5,289
Renewal month
March

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsCommission
PRINCIPAL LIFE INSURANCE COMPANYDental, Vision, Life141March$3,839
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICADental, Vision, Life21March$1,074
CALIFORNIA DENTAL NETWORK, INC.Dental21September$223
AMERICAN FIDELITY ASSURANCE COMPANYHealth, Disability65March$153
CALIFORNIA PHYSICIANS' SERVICEHealth106March$0

Questions

Who is ROBERT A SMITH, INC.'s benefits broker?

Per its most recent Form 5500 Schedule A, ROBERT A SMITH, INC.'s broker of record is DIGITAL INSURANCE, LLC.

What insurance carrier does ROBERT A SMITH, INC. use?

ROBERT A SMITH, INC.'s benefit plan is written through PRINCIPAL LIFE INSURANCE COMPANY, among 5 disclosed carriers.

When does ROBERT A SMITH, INC.'s group plan renew?

The most recent Schedule A policy period for ROBERT A SMITH, INC. ended in March. Group plans typically renew on the same annual cycle.

Where does this data come from?

All figures are drawn from ROBERT A SMITH, INC.'s public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.