Plan #	Name	Funding	Carrier	Premiums	Covered	Latest year
501	SIMPSON HOUSE WELFARE BENEFIT PLAN	Fully Insured	KEYSTONE	$2.3M	255	2024
506	SIMPSON SENIOR SERVICES - PRUDENTIAL PLANS	Mixed	PRUDENTIAL INSURANCE COMPANY OF AMERICA	$229K	291	2024
505	SIMPSON SENIOR SERVICES- GUARDIAN PLANS	Fully Insured	THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA	$120K	165	2024
507	SIMPSON SENIOR SERVICES - NVA PLAN	Fully Insured	NATIONAL VISION ADMINISTRATORS, LLC	$8K	132	2024

Welfare plans

Sponsor portfolio

SIMPSON SENIOR SERVICES

EIN 13-5459480Latest filing 2024

Plans

Retirement

Welfare

$2.7M premiums

Participants

724

150 MONUMENT ROAD - BALA CYNWYD, PA 19004610-660-9325

Plans on this EIN

4 filings

#501Fully Insured-$2.3M - 255 lives #506Mixed-$229K - 291 lives #505Fully Insured-$120K - 165 lives #507Fully Insured-$8K - 132 lives

Benefits portfolio analytics

4 plans / $2.7M premiums / 843 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

Dental$2.4M
Health$291K
Prescription drug$291K
Vision$288K
Life$229K
Short-term disability$229K
+2 more

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor

76%top

KEYSTONE HEALTH PLAN EAST76%
BLUE CROSS OF CALIFORNIA10%
PRUDENTIAL INSURANCE COMPANY OF AMERICA9%
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA4%
AMERIHEALTH INSURANCE COMPANY0%
+1 more

Broker market share

Schedule A broker compensation

Split broker

99%top

LOCKTON COMPANIES, LLC99%
KISTLER TIFFANY BENEFITS1%
AMERIHEALTH ADMINISTRATORS INC0%
IMG0%

Plan deep-dives

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

Welfare#501

SIMPSON HOUSE WELFARE BENEFIT PLAN

Fully Insured - KEYSTONE

Premiums$2.3M

Covered lives255

Inside the deep dive

Premium breakdownCarriersBrokersCoverage stats

Open plan deep dive

Welfare#506