Civic Intelligence

Smith Brothers Insurance Inc.

Plan context: Smith Brothers Insurance LLC 401(K) Retirement Plan

EIN 06-0391040 • Glastonbury, CT • 39 filings • 6 plans

68 National DriveGlastonbury, CT 06033
Current Snapshot

Latest Year

2024

2024 Participants

222

2024 Assets

$29,084,512

2024 Contributions

$2,849,407

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$29,096,382$14,548,191$0199920152024YearValue
$29,084,512Latest year 2024

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

2221110199920122024YearValue
222Latest year 2024

Company Timeline

Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
20242222$29,084,512$2,849,407$12,835iApproximate average salary by contribution assumption: employee only about $320,879 at 4% or $213,919 at 6%; with 50% employer match about $213,919 at 4% or $142,613 at 6%; with 100% employer match about $160,440 at 4% or $106,960 at 6%.
Smith Brothers Insurance LLC 401(K) Retirement Plan-222$29,084,512$2,849,407$12,835iApproximate average salary by contribution assumption: employee only about $320,879 at 4% or $213,919 at 6%; with 50% employer match about $213,919 at 4% or $142,613 at 6%; with 100% employer match about $160,440 at 4% or $106,960 at 6%.
Smith Brothers Insurance LLC Health and Welfare Employee Benefits Plan-219---
20232197$26,242,941$2,778,706$14,105iApproximate average salary by contribution assumption: employee only about $352,628 at 4% or $235,085 at 6%; with 50% employer match about $235,085 at 4% or $156,723 at 6%; with 100% employer match about $176,314 at 4% or $117,543 at 6%.
Smith Brothers Insurance LLC 401(K) Retirement Plan-197$26,242,941$2,778,706$14,105iApproximate average salary by contribution assumption: employee only about $352,628 at 4% or $235,085 at 6%; with 50% employer match about $235,085 at 4% or $156,723 at 6%; with 100% employer match about $176,314 at 4% or $117,543 at 6%.
Smith Brothers Insurance LLC Health and Welfare Employee Benefits Plan-192---
20222189$25,300,338$2,488,775$13,168iApproximate average salary by contribution assumption: employee only about $329,203 at 4% or $219,469 at 6%; with 50% employer match about $219,469 at 4% or $146,312 at 6%; with 100% employer match about $164,602 at 4% or $109,734 at 6%.
Smith Brothers Insurance LLC 401(K) Retirement Plan-189$25,300,338$2,488,775$13,168iApproximate average salary by contribution assumption: employee only about $329,203 at 4% or $219,469 at 6%; with 50% employer match about $219,469 at 4% or $146,312 at 6%; with 100% employer match about $164,602 at 4% or $109,734 at 6%.
Smith Brothers Insurance LLC Health and Welfare Employee Benefits Plan-180---
20212187$29,096,382$2,206,005$11,797iApproximate average salary by contribution assumption: employee only about $294,920 at 4% or $196,614 at 6%; with 50% employer match about $196,614 at 4% or $131,076 at 6%; with 100% employer match about $147,460 at 4% or $98,307 at 6%.
Smith Brothers Insurance LLC 401(K) Retirement Plan-187$29,096,382$2,206,005$11,797iApproximate average salary by contribution assumption: employee only about $294,920 at 4% or $196,614 at 6%; with 50% employer match about $196,614 at 4% or $131,076 at 6%; with 100% employer match about $147,460 at 4% or $98,307 at 6%.
Smith Brothers Insurance LLC Health and Welfare Employee Benefits Plan-179---
20202178$25,391,612$2,650,143$14,888iApproximate average salary by contribution assumption: employee only about $372,211 at 4% or $248,141 at 6%; with 50% employer match about $248,141 at 4% or $165,427 at 6%; with 100% employer match about $186,106 at 4% or $124,070 at 6%.
Smith Brothers Insurance LLC 401(K) Retirement Plan-178$25,391,612$2,650,143$14,888iApproximate average salary by contribution assumption: employee only about $372,211 at 4% or $248,141 at 6%; with 50% employer match about $248,141 at 4% or $165,427 at 6%; with 100% employer match about $186,106 at 4% or $124,070 at 6%.
Smith Brothers Insurance LLC Health and Welfare Employee Benefits Plan-175---
20192191$23,003,012$6,751,551$35,348iApproximate average salary by contribution assumption: employee only about $883,711 at 4% or $589,141 at 6%; with 50% employer match about $589,141 at 4% or $392,760 at 6%; with 100% employer match about $441,855 at 4% or $294,570 at 6%.
Smith Brothers Insurance LLC 401(K) Retirement Plan-191$23,003,012$6,751,551$35,348iApproximate average salary by contribution assumption: employee only about $883,711 at 4% or $589,141 at 6%; with 50% employer match about $589,141 at 4% or $392,760 at 6%; with 100% employer match about $441,855 at 4% or $294,570 at 6%.
Smith Brothers Insurance LLC Health and Welfare Employee Benefits Plan-185---
20182167$13,706,139$2,255,361$13,505iApproximate average salary by contribution assumption: employee only about $337,629 at 4% or $225,086 at 6%; with 50% employer match about $225,086 at 4% or $150,057 at 6%; with 100% employer match about $168,814 at 4% or $112,543 at 6%.
Smith Brothers Insurance LLC 401(K) Retirement Plan-167$13,706,139$2,255,361$13,505iApproximate average salary by contribution assumption: employee only about $337,629 at 4% or $225,086 at 6%; with 50% employer match about $225,086 at 4% or $150,057 at 6%; with 100% employer match about $168,814 at 4% or $112,543 at 6%.
Smith Brothers Insurance LLC Health and Welfare Employee Benefits Plan-161---
20172151$13,535,501$2,521,455$16,698iApproximate average salary by contribution assumption: employee only about $417,459 at 4% or $278,306 at 6%; with 50% employer match about $278,306 at 4% or $185,538 at 6%; with 100% employer match about $208,730 at 4% or $139,153 at 6%.
Smith Brothers Insurance LLC 401(K) Retirement Plan-151$13,535,501$2,521,455$16,698iApproximate average salary by contribution assumption: employee only about $417,459 at 4% or $278,306 at 6%; with 50% employer match about $278,306 at 4% or $185,538 at 6%; with 100% employer match about $208,730 at 4% or $139,153 at 6%.
Smith Brothers Insurance LLC Health and Welfare Employee Benefits Plan-151---
20162132$12,008,376$1,235,761$9,362iApproximate average salary by contribution assumption: employee only about $234,046 at 4% or $156,030 at 6%; with 50% employer match about $156,030 at 4% or $104,020 at 6%; with 100% employer match about $117,023 at 4% or $78,015 at 6%.
Smith Brothers Insurance LLC 401(K) Retirement Plan-128$12,008,376$1,235,761$9,654iApproximate average salary by contribution assumption: employee only about $241,360 at 4% or $160,906 at 6%; with 50% employer match about $160,906 at 4% or $107,271 at 6%; with 100% employer match about $120,680 at 4% or $80,453 at 6%.
Smith Brothers Insurance LLC Health and Welfare Employee Benefits Plan-132---
20152133$10,271,037$1,445,952$10,872iApproximate average salary by contribution assumption: employee only about $271,795 at 4% or $181,197 at 6%; with 50% employer match about $181,197 at 4% or $120,798 at 6%; with 100% employer match about $135,898 at 4% or $90,598 at 6%.
Smith Brothers Insurance LLC 401(K) Retirement Plan-121$10,271,037$1,445,952$11,950iApproximate average salary by contribution assumption: employee only about $298,750 at 4% or $199,167 at 6%; with 50% employer match about $199,167 at 4% or $132,778 at 6%; with 100% employer match about $149,375 at 4% or $99,583 at 6%.
Smith Brothers Insurance LLC Health and Welfare Employee Benefits Plan-133---
20142109$9,876,338$822,313$7,544iApproximate average salary by contribution assumption: employee only about $188,604 at 4% or $125,736 at 6%; with 50% employer match about $125,736 at 4% or $83,824 at 6%; with 100% employer match about $94,302 at 4% or $62,868 at 6%.
Smith Brothers Insurance LLC 401(K) Retirement Plan-109$9,876,338$822,313$7,544iApproximate average salary by contribution assumption: employee only about $188,604 at 4% or $125,736 at 6%; with 50% employer match about $125,736 at 4% or $83,824 at 6%; with 100% employer match about $94,302 at 4% or $62,868 at 6%.
Smith Brothers Insurance LLC Health and Welfare Employee Benefits Plan-101---
20131101$8,665,898$434,412$4,301iApproximate average salary by contribution assumption: employee only about $107,528 at 4% or $71,685 at 6%; with 50% employer match about $71,685 at 4% or $47,790 at 6%; with 100% employer match about $53,764 at 4% or $35,843 at 6%.
Smith Brothers Insurance LLC 401(K) Retirement Plan-101$8,665,898$434,412$4,301iApproximate average salary by contribution assumption: employee only about $107,528 at 4% or $71,685 at 6%; with 50% employer match about $71,685 at 4% or $47,790 at 6%; with 100% employer match about $53,764 at 4% or $35,843 at 6%.
2012196$7,609,091$687,118$7,157iApproximate average salary by contribution assumption: employee only about $178,937 at 4% or $119,291 at 6%; with 50% employer match about $119,291 at 4% or $79,528 at 6%; with 100% employer match about $89,468 at 4% or $59,646 at 6%.
Smith Brothers Insurance LLC 401(K) Retirement Plan-96$7,609,091$687,118$7,157iApproximate average salary by contribution assumption: employee only about $178,937 at 4% or $119,291 at 6%; with 50% employer match about $119,291 at 4% or $79,528 at 6%; with 100% employer match about $89,468 at 4% or $59,646 at 6%.
2011195$6,337,544$898,516$9,458iApproximate average salary by contribution assumption: employee only about $236,452 at 4% or $157,634 at 6%; with 50% employer match about $157,634 at 4% or $105,090 at 6%; with 100% employer match about $118,226 at 4% or $78,817 at 6%.
Smith Brothers Insurance LLC 401(K) Retirement Plan-95$6,337,544$898,516$9,458iApproximate average salary by contribution assumption: employee only about $236,452 at 4% or $157,634 at 6%; with 50% employer match about $157,634 at 4% or $105,090 at 6%; with 100% employer match about $118,226 at 4% or $78,817 at 6%.
2010181$5,329,881$651,137$8,039iApproximate average salary by contribution assumption: employee only about $200,968 at 4% or $133,979 at 6%; with 50% employer match about $133,979 at 4% or $89,319 at 6%; with 100% employer match about $100,484 at 4% or $66,989 at 6%.
Smith Brothers Insurance LLC 401(K) Retirement Plan-81$5,329,881$651,137$8,039iApproximate average salary by contribution assumption: employee only about $200,968 at 4% or $133,979 at 6%; with 50% employer match about $133,979 at 4% or $89,319 at 6%; with 100% employer match about $100,484 at 4% or $66,989 at 6%.
2009173$4,229,782$548,854$7,519iApproximate average salary by contribution assumption: employee only about $187,964 at 4% or $125,309 at 6%; with 50% employer match about $125,309 at 4% or $83,539 at 6%; with 100% employer match about $93,982 at 4% or $62,655 at 6%.
Smith Brothers Insurance LLC 401(K) Retirement Plan-73$4,229,782$548,854$7,519iApproximate average salary by contribution assumption: employee only about $187,964 at 4% or $125,309 at 6%; with 50% employer match about $125,309 at 4% or $83,539 at 6%; with 100% employer match about $93,982 at 4% or $62,655 at 6%.
2008175$0$0-
Smith Brothers Insurance LLC 401(K) Retirement Plan-75---
2007160$0$0-
Smith Brothers Insurance LLC 401(K) Retirement Plan-60---
2006152$2,028,790$377,593$7,261iApproximate average salary by contribution assumption: employee only about $181,535 at 4% or $121,023 at 6%; with 50% employer match about $121,023 at 4% or $80,682 at 6%; with 100% employer match about $90,768 at 4% or $60,512 at 6%.
Smith Brothers Insurance LLC 401(K) Retirement Plan-52$2,028,790$377,593$7,261iApproximate average salary by contribution assumption: employee only about $181,535 at 4% or $121,023 at 6%; with 50% employer match about $121,023 at 4% or $80,682 at 6%; with 100% employer match about $90,768 at 4% or $60,512 at 6%.
2005150$1,496,324$297,293$5,946iApproximate average salary by contribution assumption: employee only about $148,647 at 4% or $99,098 at 6%; with 50% employer match about $99,098 at 4% or $66,065 at 6%; with 100% employer match about $74,323 at 4% or $49,549 at 6%.
Smith Brothers Insurance LLC 401(K) Retirement Plan-50$1,496,324$297,293$5,946iApproximate average salary by contribution assumption: employee only about $148,647 at 4% or $99,098 at 6%; with 50% employer match about $99,098 at 4% or $66,065 at 6%; with 100% employer match about $74,323 at 4% or $49,549 at 6%.
2004140$1,028,263$245,119$6,128iApproximate average salary by contribution assumption: employee only about $153,199 at 4% or $102,133 at 6%; with 50% employer match about $102,133 at 4% or $68,089 at 6%; with 100% employer match about $76,600 at 4% or $51,066 at 6%.
Smith Brothers Insurance LLC 401(K) Retirement Plan-40$1,028,263$245,119$6,128iApproximate average salary by contribution assumption: employee only about $153,199 at 4% or $102,133 at 6%; with 50% employer match about $102,133 at 4% or $68,089 at 6%; with 100% employer match about $76,600 at 4% or $51,066 at 6%.
2003131$0$0-
Smith Brothers Insurance LLC 401(K) Retirement Plan-31---
2002130$0$0-
Smith Brothers Insurance LLC 401(K) Retirement Plan-30---
2001226$0$0-
Smith Brothers Insurance Inc. Employee Stock Ownership Plan-0---
Smith Brothers Insurance LLC 401(K) Retirement Plan-26---
2000226$0$0-
Smith Brothers Insurance LLC 401(K) Retirement Plan-26---
Smith Brothers Insurance Inc. Employee Stock Ownership Plan-22---
1999122$1,111,350$87,900$3,995iApproximate average salary by contribution assumption: employee only about $99,886 at 4% or $66,591 at 6%; with 50% employer match about $66,591 at 4% or $44,394 at 6%; with 100% employer match about $49,943 at 4% or $33,295 at 6%.
Smith Brothers Insurance Inc. Employee Stock Ownership Plan-22$1,111,350$87,900$3,995iApproximate average salary by contribution assumption: employee only about $99,886 at 4% or $66,591 at 6%; with 50% employer match about $66,591 at 4% or $44,394 at 6%; with 100% employer match about $49,943 at 4% or $33,295 at 6%.