Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$2.1M
- Dental$200K
- Vision$200K
- Life$183K
- Short-term disability$166K
- Long-term disability$166K
- +1 more
Sponsor portfolio
SIMPLIFY COMPLIANCE, LLC
EIN 26-0753128publishingLatest filing 2025
Plans
2
Retirement
1
$39.6M assets
Welfare
1
$2.5M premiums
Participants
649
101 CREEKSIDE CROSSING, SUITE 1700-375 - BRENTWOOD, TN 37027615-661-0249simplifycompliance.comLinkedIn501-1000 employeespublishing
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $2.5M premiums / 232 covered livesCarrier market share
Premium dollars by Schedule A carrier
93%top
- CIGNA HEALTH AND LIFE INSURANCE COMPANY93%
- PRINCIPAL LIFE INSURANCE COMPANY7%
- UNUM LIFE INSURANCE COMPANY OF AMERICA1%
Broker market share
Schedule A broker compensation
100%top
- CBIZ BENEFITS & INSURANCE SERVICES100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
SIMPLIFY COMPLIANCE 401(K) PLAN
401k
Assets$39.6M
Participants414
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
SIMPLIFY COMPLIANCE, LLC WELFARE BENEFIT PLAN
Fully Insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY
Premiums$2.5M
Covered lives232
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | SIMPLIFY COMPLIANCE 401(K) PLAN | 401k | $39.6M | 414 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | SIMPLIFY COMPLIANCE, LLC WELFARE BENEFIT PLAN | Fully Insured | CIGNA HEALTH AND LIFE INSURANCE COMPANY | $2.5M | 232 | 2025 |
Retirement plans
Welfare plans