Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Long-term disability$146K
- Life$139K
- Dental$135K
- Vision$32K
- Other$26K
Sponsor portfolio
CONROY SIMBERG, P.A.
EIN 59-1943544law practiceLatest filing 2025
Plans
2
Retirement
1
$39.9M assets
Welfare
1
$479K premiums
Participants
826
VENTURE CORPORATE CENTER 1, 3440 HOLLYWOOD BLVD., 2ND FLOOR - HOLLYWOOD, FL 33021305-940-4821conroysimberg.comLinkedIn501-1000 employeeslaw practice
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $479K premiums / 432 covered livesCarrier market share
Premium dollars by Schedule A carrier
36%top
- UNUM LIFE INSURANCE COMPANY OF AMERICA36%
- LIFE INSURANCE COMPANY OF NORTH AMERICA29%
- AETNA LIFE INSURANCE COMPANY28%
- HUMANA INSURANCE COMPANY7%
Broker market share
Schedule A broker compensation
66%top
- BROWN & BROWN INSURANCE SERVICES66%
- JEFF D HACKMEIER & ASSOCIATES22%
- FRIEDMAN, KENNETH H6%
- AGIS NETWORK INSURANCE SERVICE6%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#004
CONROY SIMBERG 401(K) PLAN
401k
Assets$39.9M
Participants490
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
CONROY SIMBERG,P.A. WELFARE BENEFIT PLAN
Mixed - LIFE INSURANCE COMPANY OF NORTH AMERICA
Premiums$479K
Covered lives432
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 004 | CONROY SIMBERG 401(K) PLAN | 401k | $39.9M | 490 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | CONROY SIMBERG,P.A. WELFARE BENEFIT PLAN | Mixed | LIFE INSURANCE COMPANY OF NORTH AMERICA | $479K | 432 | 2025 |
Retirement plans
Welfare plans