Form 5500 · Employee benefit plan · CARROLLTON, GA
SMI MANAGEMENT, LLC
SMI MANAGEMENT, LLC of CARROLLTON, GA files a Form 5500 with the U.S. Department of Labor disclosing its employee benefit plan. Its broker of record is LOCKTON COMPANIES, LLC. Coverage is written through CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES and 5 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 83-1940216 · plan 502 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES | Health, Dental, Vision | 703 | December | $34,125 |
| LIFE INSURANCE COMPANY OF NORTH AMERICA | Life, Disability | 576 | December | $32,416 |
| CIGNA HEALTH AND LIFE INSURANCE COMPANY | — | 576 | December | $19,261 |
| METROPOLITAN GENERAL INSURANCE COMPANY | — | 2 | December | $1,495 |
| ESPYR | — | 576 | December | $0 |
| 98POINT6 | — | 576 | December | $0 |
Questions
Who is SMI MANAGEMENT, LLC's benefits broker?
Per its most recent Form 5500 Schedule A, SMI MANAGEMENT, LLC's broker of record is LOCKTON COMPANIES, LLC.
What insurance carrier does SMI MANAGEMENT, LLC use?
SMI MANAGEMENT, LLC's benefit plan is written through CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES, among 6 disclosed carriers.
When does SMI MANAGEMENT, LLC's group plan renew?
The most recent Schedule A policy period for SMI MANAGEMENT, LLC ended in December. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from SMI MANAGEMENT, LLC's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.