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Sponsor portfolio

ESIMPLICITY, INC.

EIN 47-4698421-information technology and services-Latest filing 2025
Plans
2
Retirement
1
$12.0M assets
Welfare
1
$3.6M premiums
Participants
660
1751 ELTON RD, SUITE 204 - SILVER SPRING, MD 20903240-319-5268esimplicity.comLinkedIn51-200 employeesinformation technology and services
Plans on this EIN
2 filings
#001401k-$12.0M - 312 part#501Fully Insured-$3.6M - 752 lives

Benefits portfolio analytics

1 plan / $3.6M premiums / 752 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$3.4M
  • Dental$3.4M
  • Vision$3.4M
  • Other$122K
  • Life$96K
  • Short-term disability$69K
  • +1 more
Total $3.6M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
93%top
  • UNITEDHEALTHCARE INSURANCE COMPANY93%
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY7%
Total $3.6M2 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • SEQUOIA BENEFITS & INS SVCS LLC100%
Total $223K1 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

ESIMPLICITY 401(K) PLAN

401k

Assets$12.0M
Participants312
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

ESIMPLICITY, INC. HEALTH AND WELFARE BENEFIT PLAN

Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$3.6M
Covered lives752
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001ESIMPLICITY 401(K) PLAN401k$12.0M3122024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501ESIMPLICITY, INC. HEALTH AND WELFARE BENEFIT PLANFully InsuredUNITEDHEALTHCARE INSURANCE COMPANY$3.6M7522025
Retirement plans
Welfare plans
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