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Sponsor portfolio

SYMPLICITY CORPORATION

EIN 36-4160472-computer software-Latest filing 2025
Plans
2
Retirement
1
$18.2M assets
Welfare
1
$962K premiums
Participants
338
3003 WASHINGTON BOULEVARD, SUITE 900 - ARLINGTON, VA 22201703-351-0200symplicity.comLinkedIn51-200 employeescomputer software
Plans on this EIN
2 filings
#001401k-$18.2M - 206 part#501Fully Insured-$962K - 164 lives

Benefits portfolio analytics

1 plan / $962K premiums / 164 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$878K
  • Dental$878K
  • Prescription drug$878K
  • Other$72K
  • Life$66K
  • Short-term disability$66K
  • +2 more
Total $962K8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
91%top
  • BLUE CROSS OF CALIFORNIA91%
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY7%
  • AETNA LIFE INSURANCE COMPANY1%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA1%
Total $962K4 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • GALLAGHER BENEFIT SERVICES, INC.100%
Total $49K1 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

SYMPLICITY CORPORATION 401(K) PROFIT SHARING PLAN & TRUST

401k

Assets$18.2M
Participants206
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

SYMPLICITY CORPORATION HEALTH AND WELFARE PLAN

Fully Insured - CAREFIRST BLUECHOICE, INC.

Premiums$962K
Covered lives164
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001SYMPLICITY CORPORATION 401(K) PROFIT SHARING PLAN & TRUST401k$18.2M2062024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501SYMPLICITY CORPORATION HEALTH AND WELFARE PLANFully InsuredCAREFIRST BLUECHOICE, INC.$962K1642025
Retirement plans
Welfare plans
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