Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Stop-loss$232K
- Short-term disability$57K
- Long-term disability$57K
- Dental$53K
- Life$24K
- Other$24K
Sponsor portfolio
SIMON & SIMON, P.C.
EIN 27-1330426law practiceLatest filing 2025
Plans
3
Retirement
1
$5.3M assets
Welfare
2
$366K premiums
Participants
394
18 CAMPUS BLVD. - SUITE 100 - NEWTOWN SQUARE, PA 19073215-467-4666gosimon.comLinkedIn11-50 employeeslaw practice
Plans on this EIN
3 filingsBenefits portfolio analytics
2 plans / $366K premiums / 225 covered livesCarrier market share
Premium dollars by Schedule A carrier
64%top
- SUN LIFE ASSURANCE COMPANY OF CANADA64%
- UNUM LIFE INSURANCE COMPANY OF AMERICA22%
- UNITED CONCORDIA INSURANCE COMPANY14%
- HM LIFE INSURANCE COMPANY0%
Broker market share
Schedule A broker compensation
82%top
- KISTLER TIFFANY BENEFITS82%
- CENTRO BENEFITS RESEARCH LLC18%
- DIGITAL INSURANCE LLC0%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
SIMON & SIMON, P.C. 401(K) PROFIT SHARING PLAN
401k
Assets$5.3M
Participants153
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502
SIMON & SIMON GROUP MEDICAL PLAN
Self Funded - SUN LIFE ASSURANCE COMPANY
Premiums$232K
Covered lives111
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#501
SIMON & SIMON EMPLOYEE BENEFIT PLAN
Mixed - UNUM LIFE INSURANCE COMPANY OF AMERICA
Premiums$133K
Covered lives114
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | SIMON & SIMON, P.C. 401(K) PROFIT SHARING PLAN | 401k | $5.3M | 153 | 2025 |
Welfare plans2
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 502 | SIMON & SIMON GROUP MEDICAL PLAN | Self Funded | SUN LIFE ASSURANCE COMPANY | $232K | 111 | 2024 | |
| 501 | SIMON & SIMON EMPLOYEE BENEFIT PLAN | Mixed | UNUM LIFE INSURANCE COMPANY OF AMERICA | $133K | 114 | 2024 |
Retirement plans
Welfare plans