Form 5500 · Employee benefit plan · BELLEVUE, WA
SMARTSHEET, INC.
SMARTSHEET, INC.'s employee benefit plan is documented in its annual Form 5500 filing with the Department of Labor. Its broker of record is ABD INS. AND FINANCIAL SVCS., INC.. Coverage is written through LINCOLN NATIONAL LIFE INSURANCE COMPANY and 3 other carriers. The plan's most recent policy period ended in June.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 20-2954357 · plan 501 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| LINCOLN NATIONAL LIFE INSURANCE COMPANY | Life, Disability | 2,453 | December | $307,822 |
| HAWAII MEDICAL SERVICE ASSOCIATION | Health, Dental, Vision, Life | 2 | June | $0 |
| DELTA DENTAL OF WASHINGTON | Dental | 5,183 | December | $0 |
| LYRA HEALTH, INC. | — | 2,423 | December | $0 |
Questions
Who is SMARTSHEET, INC.'s benefits broker?
Per its most recent Form 5500 Schedule A, SMARTSHEET, INC.'s broker of record is ABD INS. AND FINANCIAL SVCS., INC..
What insurance carrier does SMARTSHEET, INC. use?
SMARTSHEET, INC.'s benefit plan is written through LINCOLN NATIONAL LIFE INSURANCE COMPANY, among 4 disclosed carriers.
When does SMARTSHEET, INC.'s group plan renew?
The most recent Schedule A policy period for SMARTSHEET, INC. ended in June. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from SMARTSHEET, INC.'s public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.