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Form 5500 · Employee benefit plan · DULUTH, GA

SM HOLDING GROUP, INC. D/B/A SHUMATE MECHANICAL LLC

SM HOLDING GROUP, INC. D/B/A SHUMATE MECHANICAL LLC of DULUTH, GA files a Form 5500 with the U.S. Department of Labor disclosing its employee benefit plan. Its broker of record is ALLIANT INSURANCE SERVICES, INC.. Coverage is written through UNUM LIFE INSURANCE COMPANY OF AMERICA and 4 other carriers. The plan's most recent policy period ended in October.

Benefits broker of record
Plan renews
October

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 20-1816844 · plan 501 · as of Jul 2026

Participants
360
Carriers on file
5
Disclosed commissions
$72,873
Renewal month
October

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsCommission
UNUM LIFE INSURANCE COMPANY OF AMERICALife100October$27,563
UNUM LIFE INSURANCE COMPANY OF AMERICALife, Disability479October$25,420
STARMOUNT LIFE INSURANCE COMPANYDental, Vision283October$19,382
VISION SERVICE PLANVision0October$508
CIGNA HEALTH AND LIFE INSURANCE COMPANYHealth, Dental305October$0

Questions

Who is SM HOLDING GROUP, INC. D/B/A SHUMATE MECHANICAL LLC's benefits broker?

Per its most recent Form 5500 Schedule A, SM HOLDING GROUP, INC. D/B/A SHUMATE MECHANICAL LLC's broker of record is ALLIANT INSURANCE SERVICES, INC..

What insurance carrier does SM HOLDING GROUP, INC. D/B/A SHUMATE MECHANICAL LLC use?

SM HOLDING GROUP, INC. D/B/A SHUMATE MECHANICAL LLC's benefit plan is written through UNUM LIFE INSURANCE COMPANY OF AMERICA, among 5 disclosed carriers.

When does SM HOLDING GROUP, INC. D/B/A SHUMATE MECHANICAL LLC's group plan renew?

The most recent Schedule A policy period for SM HOLDING GROUP, INC. D/B/A SHUMATE MECHANICAL LLC ended in October. Group plans typically renew on the same annual cycle.

Where does this data come from?

All figures are drawn from SM HOLDING GROUP, INC. D/B/A SHUMATE MECHANICAL LLC's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.