Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Stop-loss$309K
- Life$97K
- Long-term disability$97K
- Other$97K
- Dental$37K
- Vision$11K
Sponsor portfolio
SIMMONS PERRINE MOYER BERGMAN PLC
EIN 42-0665669Latest filing 2025
Plans
2
Retirement
1
$56.8M assets
Welfare
1
$453K premiums
Participants
271
115 3RD STREET SE, SUITE 1200 - CEDAR RAPIDS, IA 52401319-896-4033
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $453K premiums / 108 covered livesCarrier market share
Premium dollars by Schedule A carrier
68%top
- EAST COAST UNDERWRITERS68%
- PRINCIPAL LIFE INSURANCE COMPANY21%
- DELTA DENTAL OF CALIFORNIA8%
- VERATRUS BENEFIT SOLUTIONS2%
Broker market share
Schedule A broker compensation
87%top
- HOLMES MURPHY & ASSOCIATES87%
- GARRY L JOHNSON & ASSOCIATES INC13%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
SIMMONS PERRINE MOYER BERGMAN PLC 401(K) PROFIT SHARING PLAN & TRUST
401k
Assets$56.8M
Participants154
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
SIMMONS PERRINE MOYER BERGMAN PLC EMPLOYEE BENEFITS PLAN
Mixed - EAST COAST UNDERWRITERS
Premiums$453K
Covered lives108
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | SIMMONS PERRINE MOYER BERGMAN PLC 401(K) PROFIT SHARING PLAN & TRUST | 401k | $56.8M | 154 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | SIMMONS PERRINE MOYER BERGMAN PLC EMPLOYEE BENEFITS PLAN | Mixed | EAST COAST UNDERWRITERS | $453K | 108 | 2025 |
Retirement plans
Welfare plans