Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
SIMVENTIONS, INC.
EIN 54-1992646information technology and servicesLatest filing 2025
Plans
3
Retirement
2
$83.1M assets
Welfare
1
$477K premiums
Participants
1,273
100 RIVERSIDE PARKWAY, SUITE 123 - FREDERICKSBURG, VA 22406540-370-8475simventions.comLinkedIn201-500 employeesinformation technology and services
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $83.1M assets / 957 participantsParticipants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $477K premiums / 827 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Life$176K
- Short-term disability$115K
- Other$109K
- Long-term disability$97K
- Vision$55K
Carrier market share
Premium dollars by Schedule A carrier
81%top
- UNITED OF OMAHA LIFE INSURANCE COMPANY81%
- EYEMED VISION CARE12%
- AFLAC5%
- METROPOLITAN LIFE INSURANCE COMPANY2%
Broker market share
Schedule A broker compensation
49%top
- MCGRIFF INSURANCE SERVICES INC49%
- MARSH & MCLENNAN AGENCY LLC42%
- AIMEE STATON HARDY6%
- TAMMY MARIE MINOR1%
- ELIZABETH HUNT0%
- +3 more
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
SIMVENTIONS RETIREMENT PLAN
401k
Assets$57.8M
Participants511
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
SIMVENTIONS, INC. EMPLOYEE STOCK OWNERSHIP PLAN
ESOP
Assets$25.3M
Participants446
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502
SIMVENTIONS HEALTH AND WELFARE PLAN
Mixed - UNITED OF OMAHA LIFE INSURANCE COMPANY
Premiums$477K
Covered lives827
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | SIMVENTIONS RETIREMENT PLAN | 401k | $57.8M | 511 | 2024 | |
| 002 | SIMVENTIONS, INC. EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $25.3M | 446 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 502 | SIMVENTIONS HEALTH AND WELFARE PLAN | Mixed | UNITED OF OMAHA LIFE INSURANCE COMPANY | $477K | 827 | 2025 |
Retirement plans
Welfare plans