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Sponsor portfolio

SIMPSON HOUSING, LLLP

EIN 26-0136283-Latest filing 2025
Plans
2
Retirement
1
$72.7M assets
Welfare
1
$8.6M premiums
Participants
1,563
7601 EAST TECHNOLOGY WAY, SUITE 600 - DENVER, CO 80237303-283-4195
Plans on this EIN
2 filings
#001401k-$72.7M - 901 part#501Mixed-$8.6M - 1,485 lives

Benefits portfolio analytics

1 plan / $8.6M premiums / 1,485 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$8.6M
  • Life$8.6M
  • Short-term disability$8.6M
  • Long-term disability$8.6M
  • Prescription drug$8.6M
  • Other$8.6M
Total $8.6M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
100%top
  • UNITEDHEALTHCARE INSURANCE COMPANY100%
  • HARTFORD LIFE AND ACCIDENT0%
Total $8.6M2 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • LOCKTON COMPANIES, LLC100%
Total $306K1 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

SIMPSON HOUSING 401(K) RETIREMENT PLAN

401k

Assets$72.7M
Participants901
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

SIMPSON HOUSING HEALTH AND WELFARE PLAN

Mixed - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$8.6M
Covered lives1,485
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001SIMPSON HOUSING 401(K) RETIREMENT PLAN401k$72.7M9012024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501SIMPSON HOUSING HEALTH AND WELFARE PLANMixedUNITEDHEALTHCARE INSURANCE COMPANY$8.6M1,4852025
Retirement plans
Welfare plans
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