Form 5500 · Employee benefit plan · NASHVILLE, TN
SMART RETIREMENT SOLUTIONS, INC.
SMART RETIREMENT SOLUTIONS, INC.'s employee benefit plan is documented in its annual Form 5500 filing with the Department of Labor. Its broker of record is MICHAEL ALEXANDER. Coverage is written through TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY and 1 other carrier. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 88-1526902 · plan 401 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY | — | 4,266 | December | $56,187 |
| TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY | — | 4,266 | December | $5,889 |
Questions
Who is SMART RETIREMENT SOLUTIONS, INC.'s benefits broker?
Per its most recent Form 5500 Schedule A, SMART RETIREMENT SOLUTIONS, INC.'s broker of record is MICHAEL ALEXANDER.
What insurance carrier does SMART RETIREMENT SOLUTIONS, INC. use?
SMART RETIREMENT SOLUTIONS, INC.'s benefit plan is written through TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY, among 2 disclosed carriers.
When does SMART RETIREMENT SOLUTIONS, INC.'s group plan renew?
The most recent Schedule A policy period for SMART RETIREMENT SOLUTIONS, INC. ended in December. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from SMART RETIREMENT SOLUTIONS, INC.'s public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.