Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Life$208K
- Dental$161K
- Vision$161K
- Short-term disability$161K
- Other$161K
Sponsor portfolio
SIMON'S TRUCKING, INC.
EIN 42-1364014transportation/trucking/railroadLatest filing 2025
Plans
2
Retirement
1
$5.0M assets
Welfare
1
$208K premiums
Participants
280
920 SIMON DR, PO BOX 8 - FARLEY, IA 52046563-744-3304simonstrucking.comLinkedIn51-200 employeestransportation/trucking/railroad
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $208K premiums / 131 covered livesCarrier market share
Premium dollars by Schedule A carrier
64%top
- UNITED OF OMAHA LIFE INSURANCE COMPANY64%
- ASSURITY LIFE INSURANCE COMPANY23%
- KANSAS CITY LIFE INSURANCE COMPANY13%
Broker market share
Schedule A broker compensation
77%top
- ASSUREDPARTNERS77%
- MICHELLE J HALLER23%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
SIMON'S TRUCKING, INC. RETIREMENT PLAN
401k
Assets$5.0M
Participants149
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
SIMON'S TRUCKING INSURED BENEFIT PLAN
Fully Insured - UNITED OF OMAHA LIFE INSURANCE COMPANY
Premiums$208K
Covered lives131
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | SIMON'S TRUCKING, INC. RETIREMENT PLAN | 401k | $5.0M | 149 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | SIMON'S TRUCKING INSURED BENEFIT PLAN | Fully Insured | UNITED OF OMAHA LIFE INSURANCE COMPANY | $208K | 131 | 2025 |
Retirement plans
Welfare plans