Form 5500 · Employee benefit plan · ATLANTA, GA
SMITH & HOWARD ADVISORY, LLC
SMITH & HOWARD ADVISORY, LLC of ATLANTA, GA files a Form 5500 with the U.S. Department of Labor disclosing its employee benefit plan. Its broker of record is MARSH & MCLENNAN AGENCY LLC. Coverage is written through GUARDIAN and 1 other carrier. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 58-1250486 · plan 501 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| GUARDIAN | Vision, Life, Disability | 433 | December | $66,569 |
| CIGNA HEALTH AND LIFE INSURANCE COMPANY | Health, Dental | 418 | December | $13,773 |
Questions
Who is SMITH & HOWARD ADVISORY, LLC's benefits broker?
Per its most recent Form 5500 Schedule A, SMITH & HOWARD ADVISORY, LLC's broker of record is MARSH & MCLENNAN AGENCY LLC.
What insurance carrier does SMITH & HOWARD ADVISORY, LLC use?
SMITH & HOWARD ADVISORY, LLC's benefit plan is written through GUARDIAN, among 2 disclosed carriers.
When does SMITH & HOWARD ADVISORY, LLC's group plan renew?
The most recent Schedule A policy period for SMITH & HOWARD ADVISORY, LLC ended in December. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from SMITH & HOWARD ADVISORY, LLC's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.