Form 5500 · Employee benefit plan · ROCKLIN, CA
SMA AMERICA HOLDINGS
SMA AMERICA HOLDINGS of ROCKLIN, 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 AETNA LIFE INSURANCE CO. and 4 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 68-0678738 · plan 501 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| AETNA LIFE INSURANCE CO. | Health | 339 | December | $184,203 |
| KAISER FOUNDATION HEALTH PLAN INC | Health | 198 | December | $60,532 |
| PRINCIPAL LIFE INSURANCE COMPANY | Dental, Vision, Life, Disability | 608 | December | $56,066 |
| THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | — | 91 | December | $9,338 |
| KAISER FOUNDATION HEALTH PLAN INC | Health | 18 | December | $7,064 |
Questions
Who is SMA AMERICA HOLDINGS's benefits broker?
Per its most recent Form 5500 Schedule A, SMA AMERICA HOLDINGS's broker of record is DIGITAL INSURANCE LLC.
What insurance carrier does SMA AMERICA HOLDINGS use?
SMA AMERICA HOLDINGS's benefit plan is written through AETNA LIFE INSURANCE CO., among 5 disclosed carriers.
When does SMA AMERICA HOLDINGS's group plan renew?
The most recent Schedule A policy period for SMA AMERICA HOLDINGS ended in December. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from SMA AMERICA HOLDINGS's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.