Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Life$331K
- Long-term disability$331K
- Other$331K
- Vision$48K
Sponsor portfolioTH
THE SIMONS FOUNDATION, INC.
EIN 13-3794889non-profit organization managementLatest filing 2025
Plans
2
Retirement
1
$119.9M assets
Welfare
1
$379K premiums
Participants
1,442
160 FIFTH AVENUE, 7TH FLOOR - NEW YORK, NY 10010646-654-0066simonsfoundation.orgLinkedIn201-500 employeesnon-profit organization management
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $379K premiums / 930 covered livesCarrier market share
Premium dollars by Schedule A carrier
87%top
- UNUM LIFE INSURANCE COMPANY OF AMERICA87%
- EYEMED VISION CARE13%
Broker market share
Schedule A broker compensation
100%top
- HUB INTERNATIONAL MIDWEST LIMITED100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
THE SIMONS FOUNDATION, INC. 401(K) PLAN
401k
Assets$119.9M
Participants907
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
THE SIMONS FOUNDATION, INC. EMPLOYEE BENEFITS PLAN
Mixed - FIRST UNUM LIFE INSURANCE COMPANY
Premiums$379K
Covered lives930
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | THE SIMONS FOUNDATION, INC. 401(K) PLAN | 401k | $119.9M | 907 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | THE SIMONS FOUNDATION, INC. EMPLOYEE BENEFITS PLAN | Mixed | FIRST UNUM LIFE INSURANCE COMPANY | $379K | 930 | 2025 |
Retirement plans
Welfare plans