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Sponsor portfolio

SIMON PEARCE (U.S.) LLC

EIN 03-0278920-glass, ceramics & concrete-Latest filing 2025
Plans
2
Retirement
1
$18.7M assets
Welfare
1
$244K premiums
Participants
561
109 PARK ROAD - WINDSOR, VT 05089802-230-2431LinkedIn201-500 employeesglass, ceramics & concrete
Plans on this EIN
2 filings
#001401k-$18.7M - 347 part#506Mixed-$244K - 238 lives

Benefits portfolio analytics

1 plan / $244K premiums / 238 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$220K
  • Life$187K
  • Short-term disability$187K
  • Long-term disability$187K
  • Vision$25K
Total $244K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
90%top
  • SYMETRA LIFE INSURANCE COMPANY90%
  • VISION SERVICE PLAN10%
Total $244K2 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • THE RICHARDS GROUP100%
Total $30K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

SIMON PEARCE (US) LLC 401(K) PS & TRUST

401k

Assets$18.7M
Participants347
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#506

SIMON PEARCE (U.S.) LLC HEALTH AND WELFARE BENEFIT PLAN

Mixed - SYMETRA LIFE INSURANCE COMPANY

Premiums$244K
Covered lives238
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001SIMON PEARCE (US) LLC 401(K) PS & TRUST401k$18.7M3472024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
506SIMON PEARCE (U.S.) LLC HEALTH AND WELFARE BENEFIT PLANMixedSYMETRA LIFE INSURANCE COMPANY$244K2382025
Retirement plans
Welfare plans
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