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Supplemental or Special Needs Pooled Trust Program at First Maryland Disability Trust, Inc.
SMSI is a small business providing management and technical/engineering services to the DOE/NNSA, national laboratories, and industrial clients. Our work with nuclear facility operations and safety has set the standard for excellence. We are the resource for highly technical engineering and nuclear safety basis development, review, and implementation at the national laboratories. SMSI has a demonstrated record of success providing superior people developing and implementing innovative solutions, delivering projects on time and within budget. We build productive relationships by being highly responsive to our customers. Operations began in 2000 with headquarters in Albuquerque, NM, and currently operating offices in Los Alamos, NM and Oak Ridge, TN.
Ledgebrook is an InsurTech MGA on a mission to bring Specialty insurance into the modern era. Burdened with legacy technology and processes, the industry has not kept pace with the speed of innovation seen in other sectors. Positioned at the cutting edge of the next generation of InsurTech, Ledgebrook offers the best of both worlds: innovative world-class technology deployed by a leadership team armed with decades of insurance expertise. Our long-term vision is to become a diversified full stack Specialty re/insurer competing with legacy carriers in product lines & markets across the globe. To get there Ledgebrook will build our premium base by rolling out a new Specialty product every ~6 months until we prove enough traction to raise a balance sheet, become a full stack carrier and eventually compete in the reinsurance markets as well. Our initial product will be domestic primary and excess GL E&S policies sourced via wholesale brokers. At Ledgebrook everything we do is driven by our culture: Care, Strive, Thrive Together. To succeed in modernizing the industry, we must first succeed in changing the way we do business. Talent density is our north star—fewer, better people working together as one. To that end weve replaced all individual incentives with generous equity packages—we play as a team, we win as a team. Everyone benefits handsomely from Ledgebrooks success. Ledgebrook is a fully-remote US based company backed by top venture investors including Brand Foundry & American Family Ventures.
About Liberty Federal Credit Union Liberty Federal Credit Union is a member-owned financial institution focused on returning value through innovative products and services. Liberty has been recognized on a state level by Forbes as one of Indianas best financial institutions. In recent years, the credit union has also received acclaim on a national level, including being named the nations Best Credit Union for Checking by Investopedia in 2021 and appearing on Newsweeks list of Americas Best Banks in 2022. Among Liberty FCUs most innovative products is its Vertical Checking. This free checking account offers a high interest rate of 3.30% APY on balances up to $20,000, plus reimbursement for usage fees paid when using any ATM worldwide up to $15 per month. However, Liberty Federal Credit Union similarly excels in providing value through better loan options for borrowers. For instance, the credit union offers an uncommonly wide variety of mortgage options to ensure the best fit for its members. According to the American Credit Union Mortgage Association, Liberty FCU was the Midwests top credit union in 2021 total first mortgage originations. Nationally, we ranked eleventh. Headquartered in Evansville, Indiana, Liberty FCU offers a wide footprint of branch locations throughout southern Indiana, western Kentucky, and the Greater Nashville area in Tennessee. However, the credit union currently serves more than 270,000 members across all fifty states and at least eight countries.
Greater Iowa Credit Union (GICU) is a member-owned financial cooperative established in June 1932 by a group of Iowa State University employees. It has grown to serve over 36,000 members across a 33-county area in Central and Western Iowa, managing assets between $624 million and $667 million. GICU is federally insured and state-chartered, emphasizing its commitment to the financial well-being of its members and the communities it serves. GICU offers a range of financial services typical of credit unions, including banking services like checking and savings accounts, loans for personal, auto, and business needs, and possibly investment services. The credit union operates nine branch locations in cities such as Ames, Ankeny, and Des Moines, providing localized service. GICU is also dedicated to community engagement, having received recognition as the Best Credit Union in Crawford County and Story County multiple times.