Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$1.8M
- Prescription drug$1.8M
- Other$148K
- Dental$141K
- Vision$138K
- Life$138K
- +2 more
Sponsor portfolio
QUIGLEY-SIMPSON & HEPPELWHITE, INC.
EIN 35-2176523Latest filing 2025
Plans
2
Retirement
1
$7.9M assets
Welfare
1
$2.0M premiums
Participants
361
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $2.0M premiums / 211 covered livesCarrier market share
Premium dollars by Schedule A carrier
92%top
- UNITEDHEALTHCARE INSURANCE COMPANY92%
- METROPOLITAN LIFE INSURANCE COMPANY7%
- PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD0%
- SAFEGUARD HEALTH PLANS, INC., A CALIFORNIA CORPORATION0%
Broker market share
Schedule A broker compensation
94%top
- GALLAGHER BENEFIT SERVICES, INC.94%
- PROFESSIONAL GROUP PLANS INC5%
- NANCY CHACONAS1%
- GIS BENEFITS INC1%
- THE BALDWIN GROUP WEST LLC-0%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
QUIGLEY-SIMPSON & HEPPELWHITE, INC. 401(K) PROFIT SHARING PLAN
401k
Assets$7.9M
Participants218
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
QUIGLEY-SIMPSON & HEPPELWHITE, INC. WELFARE PLAN
Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY
Premiums$2.0M
Covered lives211
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | QUIGLEY-SIMPSON & HEPPELWHITE, INC. 401(K) PROFIT SHARING PLAN | 401k | $7.9M | 218 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | QUIGLEY-SIMPSON & HEPPELWHITE, INC. WELFARE PLAN | Fully Insured | UNITEDHEALTHCARE INSURANCE COMPANY | $2.0M | 211 | 2025 |
Retirement plans
Welfare plans