Smarty LLC: new Health and welfare plan, 108 participants (Orem, UT)
Smarty LLC (Orem, Utah): new Health and welfare plan, 108 participants (Orem, UT). Its participants of 108 is below the median of 294 (8th percentile). Dated 24 days ago, it is in the active follow-up window. Score 85/100. As of 2026-11-04, from U.S. Department of Labor EBSA Form 5500 filings (current plan-year dataset).
Data as of · Compiled by Zalwin from U.S. Department of Labor EBSA Form 5500 filings (current plan-year dataset)
participants: 108 · 8th percentile of 126,658 BenefitPlanPulse records · 0.4x the median
Free preview: all 11 published fields of this record are shown below. Locked: 499 related UT BenefitPlanPulse records and the 6-column CSV export.
| Field | Value |
|---|---|
| Employer (plan sponsor) | Smarty LLC |
| EIN | 208026185 |
| Plan | Smarty Health & Welfare Benefit Plan |
| Plan type | Health and welfare |
| Trigger | New plan (first filing) |
| Participants | 108 |
| Industry | Information |
| Location | Orem, UT |
| Plan effective | 2011-08-01 |
| Plan year | 2025 |
| Filed | 2026-10-12 |
| participants percentile | 8th of 126,658 (median 294, 0.4x median) |
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CSV columns: Employer · Plan · Trigger · Participants · State · Filed · official source URL
- Source agency: U.S. Department of Labor EBSA Form 5500 filings (current plan-year dataset)
- Record date: 2026-10-12
- Data refreshed: 2026-11-04
- Refunds on request within 14 days
Top BenefitPlanPulse records (UT first): Intermountain Ironworkers Tax Deferral Plan · America First Credit Union Dba America First Credit Union · Harmons Employee Welfare Benefit Plan Tr · Autoliv Asp, INC. · Harman Management · Browse all by state and category →
LIVE PUBLIC DATA Source: U.S. Department of Labor EBSA Form 5500 filings (current plan-year dataset) · Last refreshed: Wed, 04 Nov 2026 01:39:03 GMT
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Peer benchmark and outreach value: Smarty LLC and 1,384 Utah peers
- Utah BenefitPlanPulse records like this one: 1,384
- Smarty LLC's participants: 8th percentile of 126,658 records
- Timing: Medium: dated in the last 30 days
- Estimated pipeline if you contact every Utah peer: $276,800 (peers × rate × deal size; an estimate from your assumptions, not a forecast)
85 / 100 Score
- Filed in the last 30 days.
- New plan: providers and advisers being chosen.
- 108 participants.
What is the BenefitPlanPulse record for Smarty LLC in Orem, Utah?
Smarty LLC filed a Form 5500 for its Health and welfare plan (new plan (first filing)) with 108 participants on 2026-10-12.
How does Smarty LLC compare to other Utah BenefitPlanPulse records?
Its participants of 108 is below the median (8th percentile); smaller records often move faster and face less competition. It is 24 days old, still within a typical 45-day follow-up window. Its Score of 85/100 puts it among the stronger signals in this feed.
Smarty LLC vs. top 3 peers
| Organization | Location | Amount | Percentile | Record date |
|---|---|---|---|---|
| Smarty LLC | Orem, UT | 108 | 8th | 2026-10-12 |
| Select Ltc Pharmacy Corporation | Los Angeles, CA | 105 | 7th | 2026-10-21 |
| Law Office Of Bryan Fagan, PLLC | Houston, TX | 144 | 20th | 2026-10-23 |
| Creodent Prosthetics, LTD. | New York, NY | 144 | 20th | 2026-10-23 |
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From public Form 5500 filings released by the U.S. Department of Labor. Employer and plan level only: we never list signers, contacts or participants. A final filing can mean a termination, merger or transfer; read the filing on EFAST.