Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$3.8M
- Vision$3.8M
- Prescription drug$3.8M
- Other$184K
- Life$175K
- Short-term disability$175K
- +1 more
Sponsor portfolio
SIMON-KUCHER AND PARTNERS STRATEGY AND MARKETING CONSULTANTS, LLC
EIN 04-3327903Latest filing 2025
Plans
2
Retirement
1
$51.3M assets
Welfare
1
$4.0M premiums
Participants
984
ONE BOSTON PLACE, SUITE 3301 - BOSTON, MA 02108617-231-4299
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $4.0M premiums / 524 covered livesCarrier market share
Premium dollars by Schedule A carrier
95%top
- BLUE CROSS OF CALIFORNIA95%
- THE LINCOLN NATIONAL LIFE INSURANCE COMPANY4%
- PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD0%
Broker market share
Schedule A broker compensation
64%top
- LOCKTON COMPANIES, LLC64%
- IMA, INC.36%
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 KUCHER & PARTNERS 401(K) PLAN
401k
Assets$51.3M
Participants611
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
SIMON-KUCHER AND PARTNERS HEALTH AND WELFARE PLAN
Mixed - BLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC.
Premiums$4.0M
Covered lives524
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | SIMON KUCHER & PARTNERS 401(K) PLAN | 401k | $51.3M | 611 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | SIMON-KUCHER AND PARTNERS HEALTH AND WELFARE PLAN | Mixed | BLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC. | $4.0M | 524 | 2025 |
Retirement plans
Welfare plans