Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$5.7M
- Dental$5.7M
- Prescription drug$5.7M
- Life$258K
- Short-term disability$258K
- Long-term disability$258K
- +2 more
Sponsor portfolio
SIMPLIFI HOLDINGS, LLC
EIN 27-1828514bankingLatest filing 2024
Plans
2
Retirement
1
$60.2M assets
Welfare
1
$6.0M premiums
Participants
1,365
128 E EXCHANGE AVE, SUITE 700 - FORT WORTH, TX 76164800-840-0768simplifiloans.comLinkedIn11-50 employeesbanking
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $6.0M premiums / 1,064 covered livesCarrier market share
Premium dollars by Schedule A carrier
95%top
- BLUE CROSS OF CALIFORNIA95%
- UNITEDHEALTHCARE INSURANCE COMPANY4%
- DEARBORN LIFE INSURANCE COMPANY1%
Broker market share
Schedule A broker compensation
100%top
- GALLAGHER BENEFIT SERVICES, INC.100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
SIMPLIFI 401(K) PROFIT SHARING PLAN
401k
Assets$60.2M
Participants738
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
SIMPLI.FI HOLDINGS, LLC HEALTH AND WELFARE PLAN
Fully Insured - BLUE CROSS BLUE SHIELD OF TEXAS
Premiums$6.0M
Covered lives1,064
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | SIMPLIFI 401(K) PROFIT SHARING PLAN | 401k | $60.2M | 738 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | SIMPLI.FI HOLDINGS, LLC HEALTH AND WELFARE PLAN | Fully Insured | BLUE CROSS BLUE SHIELD OF TEXAS | $6.0M | 1,064 | 2024 |
Retirement plans
Welfare plans