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  2. SIMPSON GUMPERTZ & HEGER INC.
Sponsor portfolio

SIMPSON GUMPERTZ & HEGER INC.

EIN 04-2256923-civil engineering-Latest filing 2024
Plans
2
Retirement
1
$464.1M assets
Welfare
1
$11.0M premiums
Participants
1,830
480 TOTTEN POND RD. - WALTHAM, MA 02451781-907-9000sgh.comLinkedIn501-1000 employeescivil engineering
Plans on this EIN
2 filings
#001401k-$464.1M - 1,093 part#501Mixed-$11.0M - 1,320 lives

Benefits portfolio analytics

1 plan / $11.0M premiums / 1,320 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$10.4M
  • Prescription drug$10.4M
  • Other$468K
  • Life$453K
  • Short-term disability$453K
  • Long-term disability$453K
  • +1 more
Total $11.0M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
95%top
  • BLUE CROSS OF CALIFORNIA95%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA4%
  • VISION SERVICE PLAN1%
  • PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD0%
Total $11.0M4 slices

Broker market share

Schedule A broker compensation

Split broker
100%top
  • ASSUREDPARTNERS100%
  • UNIQUE BENEFITS GROUP INC0%
Total $414K2 slices

Plan deep-dives

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

SGH PROFIT SHARING & 401(K) PLAN AND TRUST

401k

Assets$464.1M
Participants1,093
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

SIMPSON GUMPERTZ & HEGER INC EMPLOYEE WELFARE PLAN

Mixed - BLUE CROSS BLUE SHIELD OF MASSACHUSETTS

Premiums$11.0M
Covered lives1,320
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001SGH PROFIT SHARING & 401(K) PLAN AND TRUST401k$464.1M1,0932024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501SIMPSON GUMPERTZ & HEGER INC EMPLOYEE WELFARE PLANMixedBLUE CROSS BLUE SHIELD OF MASSACHUSETTS$11.0M1,3202024
Retirement plans
Welfare plans
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