Form 5500 · Employee benefit plan · MCLEAN, VA
SMS DATA PRODUCTS GROUP, INC.
SMS DATA PRODUCTS GROUP, INC. of MCLEAN, VA insures health, dental, vision, life and disability coverage for its employees, per Schedule A of its Form 5500. Its broker of record is GALLAGHER BENEFIT SERVICES, INC.. Coverage is written through UNITEDHEALTHCARE INSURANCE COMPANY and 1 other carrier. The plan's most recent policy period ended in May.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 54-1039383 · plan 501 · as of Aug 2026
Plan brief
Schedule A lists 3 insured contracts covering health, dental, vision, life and disability; the largest, with UNITEDHEALTHCARE INSURANCE COMPANY, covers 394 people.
Reported premium across the insured contracts is $6,941,781, with $44,594 in disclosed broker commissions — about 0.6% of premium.
The most recent policy period ended in May, and the plan year ends May 31. Group contracts typically renew on that annual cycle.
GALLAGHER BENEFIT SERVICES, INC. is the broker of record on 2 of the 3 contracts; the rest name a different broker or none.
Two carriers split the book: UNITEDHEALTHCARE INSURANCE COMPANY and LINCOLN NATIONAL LIFE INSURANCE COMPANY.
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Premium | Commission |
|---|---|---|---|---|---|
| LINCOLN NATIONAL LIFE INSURANCE COMPANY | Life | 527 | May | $274,804 | $27,480 |
| LINCOLN NATIONAL LIFE INSURANCE COMPANY | Disability | 527 | May | $90,323 | $9,032 |
| UNITEDHEALTHCARE INSURANCE COMPANY | Health, Dental, Vision | 394 | May | $6,576,654 | $8,082 |
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