Form 5500 · Employee benefit plan · PHOENIX, AZ
SMARTHEALTH, INC
Public Form 5500 records show how SMARTHEALTH, INC (PHOENIX, AZ) structures its employee benefits. Its broker of record is MARSH AND MCLENNAN AGENCY. Coverage is written through THE LINCOLN NATIONAL LIFE INSURANCE COMPANY and 3 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 86-0225261 · plan 503 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | Life, Disability | 173 | December | $13,399 |
| EYEMED VISION CARE ON BEHALF OF FIDELITY SECURITY LIFE INSURANCE CO. | Vision | 191 | December | $2,822 |
| AMERICAN HERITAGE LIFE INSURANCE COMPANY | — | 23 | December | $1,154 |
| CURALINC, LLC DBA CURALINC HEALTHCARE | — | 180 | December | $0 |
Questions
Who is SMARTHEALTH, INC's benefits broker?
Per its most recent Form 5500 Schedule A, SMARTHEALTH, INC's broker of record is MARSH AND MCLENNAN AGENCY.
What insurance carrier does SMARTHEALTH, INC use?
SMARTHEALTH, INC's benefit plan is written through THE LINCOLN NATIONAL LIFE INSURANCE COMPANY, among 4 disclosed carriers.
When does SMARTHEALTH, INC's group plan renew?
The most recent Schedule A policy period for SMARTHEALTH, INC ended in December. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from SMARTHEALTH, INC's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.