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Sponsor portfolio

SIMCORP USA INC.

EIN 13-4135820-Latest filing 2025
Plans
2
Retirement
1
$30.4M assets
Welfare
1
$581K premiums
Participants
449
ONE STATE STREET PLAZA - NEW YORK, NY 10004212-994-9400
Plans on this EIN
2 filings
#001401k-$30.4M - 207 part#501Mixed-$581K - 266 lives

Benefits portfolio analytics

1 plan / $581K premiums / 266 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$308K
  • Vision$308K
  • Life$273K
  • Other$273K
  • Short-term disability$257K
  • Long-term disability$257K
Total $581K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
53%top
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY53%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA47%
Total $581K2 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • EDGEWOOD PARTNERS INSURANCE CENTER100%
Total $77K1 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

SIMCORP USA INC. 401(K) PLAN

401k

Assets$30.4M
Participants207
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

SIMCORP HEALTH AND WELFARE BENEFIT PLAN

Mixed - CIGNA HEALTH AND LIFE INSURANCE COMPANY

Premiums$581K
Covered lives266
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001SIMCORP USA INC. 401(K) PLAN401k$30.4M2072024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501SIMCORP HEALTH AND WELFARE BENEFIT PLANMixedCIGNA HEALTH AND LIFE INSURANCE COMPANY$581K2662025
Retirement plans
Welfare plans
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