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Sponsor portfolio

SIMPLEX INVESTMENTS, LLC

EIN 36-4519916-Latest filing 2025
Plans
3
Retirement
1
$43.0M assets
Welfare
2
$2.7M premiums
Participants
455
230 SOUTH LASALLE STREET, SUITE 8-500 - CHICAGO, IL 60604312-360-2472
Plans on this EIN
3 filings
#001401k-$43.0M - 192 part#501Fully Insured-$2.6M - 326 lives#502Fully Insured-$157K - 312 lives

Benefits portfolio analytics

2 plans / $2.7M premiums / 638 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.6M
  • Prescription drug$2.6M
  • Dental$157K
  • Vision$157K
  • Life$157K
  • Short-term disability$157K
  • +2 more
Total $2.7M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
94%top
  • BLUE CROSS OF CALIFORNIA94%
  • PRINCIPAL LIFE INSURANCE COMPANY6%
Total $2.7M2 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • GALLAGHER BENEFIT SERVICES, INC.100%
Total $116K1 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

SIMPLEX INVESTMENTS, LLC 401(K) PLAN

401k

Assets$43.0M
Participants192
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

SIMPLEX INVESTMENTS LLC HEALTH

Fully Insured - BLUECROSS BLUESHIELD OF ILLINOIS

Premiums$2.6M
Covered lives326
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502

SIMPLEX INVESTMENTS LLC WELFARE PLAN

Fully Insured - PRINCIPAL LIFE INSURANCE COMPANY

Premiums$157K
Covered lives312
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001SIMPLEX INVESTMENTS, LLC 401(K) PLAN401k$43.0M1922024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
501SIMPLEX INVESTMENTS LLC HEALTHFully InsuredBLUECROSS BLUESHIELD OF ILLINOIS$2.6M3262025
502SIMPLEX INVESTMENTS LLC WELFARE PLANFully InsuredPRINCIPAL LIFE INSURANCE COMPANY$157K3122025
Retirement plans
Welfare plans
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