Form 5500 · Employee benefit plan · ALBUQUERQUE, NM
STRATEGIC MANAGEMENT SOLUTIONS, LLC
STRATEGIC MANAGEMENT SOLUTIONS, LLC's employee benefit plan is documented in its annual Form 5500 filing with the Department of Labor. Its broker of record is MORGAN STANLEY SMITH BARNEY. Coverage is written through VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY and 1 other carrier. The plan's most recent policy period ended in April.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 26-1423043 · plan 001 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY | — | 0 | April | $39,739 |
| JOHN HANCOCK LIFE INSURANCE COMPANY | — | 27 | December | $0 |
Questions
Who is STRATEGIC MANAGEMENT SOLUTIONS, LLC's benefits broker?
Per its most recent Form 5500 Schedule A, STRATEGIC MANAGEMENT SOLUTIONS, LLC's broker of record is MORGAN STANLEY SMITH BARNEY.
What insurance carrier does STRATEGIC MANAGEMENT SOLUTIONS, LLC use?
STRATEGIC MANAGEMENT SOLUTIONS, LLC's benefit plan is written through VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY, among 2 disclosed carriers.
When does STRATEGIC MANAGEMENT SOLUTIONS, LLC's group plan renew?
The most recent Schedule A policy period for STRATEGIC MANAGEMENT SOLUTIONS, LLC ended in April. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from STRATEGIC MANAGEMENT SOLUTIONS, LLC's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.