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Sponsor portfolio

SIMONIZ USA, INC.

EIN 06-0775898-management consulting-Latest filing 2025
Plans
2
Retirement
1
$42.6M assets
Welfare
1
$3.6M premiums
Participants
684
201 BOSTON TURNPIKE - BOLTON, CT 06043860-646-0172LinkedIn1-10 employeesmanagement consulting
Plans on this EIN
2 filings
#001401k-$42.6M - 360 part#502Mixed-$3.6M - 324 lives

Benefits portfolio analytics

1 plan / $3.6M premiums / 324 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Vision$3.4M
  • Health$3.4M
  • Prescription drug$3.4M
  • Life$201K
  • Short-term disability$201K
  • Long-term disability$201K
  • +1 more
Total $3.6M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
94%top
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY94%
  • LIFE INSURANCE COMPANY OF NORTH AMERICA6%
  • EYEMED VISION CARE0%
Total $3.6M3 slices

Broker market share

Schedule A broker compensation

Split broker
48%top
  • PROFESSIONAL PENSIONS INC48%
  • USI INSURANCE SERVICES LLC45%
  • PPI BENEFIT SOLUTIONS7%
Total $142K3 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

SIMONIZ USA, INC. 401(K) PROFIT SHARING PLAN

401k

Assets$42.6M
Participants360
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

SIMONIZ USA, INC. EMPLOYEE HEALTH AND WELFARE PLAN

Mixed - CIGNA HEALTH AND LIFE INSURANCE COMPANY

Premiums$3.6M
Covered lives324
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001SIMONIZ USA, INC. 401(K) PROFIT SHARING PLAN401k$42.6M3602025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
502SIMONIZ USA, INC. EMPLOYEE HEALTH AND WELFARE PLANMixedCIGNA HEALTH AND LIFE INSURANCE COMPANY$3.6M3242025
Retirement plans
Welfare plans
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