Form 5500 · Employee benefit plan · ATLANTA, GA
SMITH AND HOWARD ADVISORY LLC
SMITH AND HOWARD ADVISORY LLC's employee benefit plan is documented in its annual Form 5500 filing with the Department of Labor. Its broker of record is ERISA SERVICES OF GEORGIA, LLC. Coverage is written through JOHN HANCOCK LIFE INSURANCE CO. The plan's most recent policy period ended in October.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 92-0749631 · plan 001 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| JOHN HANCOCK LIFE INSURANCE CO | — | 289 | October | $0 |
Questions
Who is SMITH AND HOWARD ADVISORY LLC's benefits broker?
Per its most recent Form 5500 Schedule A, SMITH AND HOWARD ADVISORY LLC's broker of record is ERISA SERVICES OF GEORGIA, LLC.
What insurance carrier does SMITH AND HOWARD ADVISORY LLC use?
SMITH AND HOWARD ADVISORY LLC's benefit plan is written through JOHN HANCOCK LIFE INSURANCE CO.
When does SMITH AND HOWARD ADVISORY LLC's group plan renew?
The most recent Schedule A policy period for SMITH AND HOWARD ADVISORY LLC ended in October. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from SMITH AND HOWARD ADVISORY LLC's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.