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  2. Simplex Investments, LLC
  • Benefits analytics
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Filings through Oct 24, 2026.

Simplex Investments, LLC

EIN 36-4519916-Finance and Insurance-Latest filing 2025
Plans
3
Retirement
1
$55.0M assets
Health & Benefits
2
$2.7M premiums
Participants
453
230 S LASALLE ST, SUITE 8-500 - CHICAGO, IL 60604708-710-8862
Plans on this EIN
3 filings
#001401(k)-$55.0M - 190 part#501Fully insured-$2.6M - 326 lives#502Fully insured-$157K - 312 lives

Health & Benefits portfolio - carriers, brokers and premium across this company's 2 health and benefits plans.

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
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Plan summaries

Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.

Retirement#001

SIMPLEX INVESTMENTS, LLC 401(K) PLAN

401(k)

Assets$55.0M
Participants190
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501

SIMPLEX INVESTMENTS LLC HEALTH

Fully insured - BLUECROSS BLUESHIELD OF ILLINOIS

Premiums$2.6M
Covered lives326
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#502

SIMPLEX INVESTMENTS LLC WELFARE PLAN

Fully insured - PRINCIPAL LIFE INSURANCE COMPANY

Premiums$157K
Covered lives312
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001SIMPLEX INVESTMENTS, LLC 401(K) PLAN401(k)$55.0M1902025
  • SIMPLEX INVESTMENTS, LLC 401(K) PLAN$55.0M
    #001 · 401(k) · 2025190

Health & Benefits plans

2 plans on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#501SIMPLEX INVESTMENTS LLC HEALTHFully insuredBLUECROSS BLUESHIELD OF ILLINOIS$2.6M3262025
#502SIMPLEX INVESTMENTS LLC WELFARE PLANFully insuredPRINCIPAL LIFE INSURANCE COMPANY$157K3122025
  • SIMPLEX INVESTMENTS LLC HEALTH$2.6M
    #501 · Fully insured · BLUECROSS BLUESHIELD OF ILLINOIS · 2025326
  • SIMPLEX INVESTMENTS LLC WELFARE PLAN$157K
    #502 · Fully insured · PRINCIPAL LIFE INSURANCE COMPANY · 2025312
Retirement plans
Health & Benefits plans

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  2. Plan summaries
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