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Sponsor portfolio

SIMPLEPRACTICE, LLC

EIN 61-1676281-Professional, Scientific, and Technical Services-Latest filing 2025
Plans
2
Retirement
1
$33.8M assets
Welfare
1
$6.0M premiums
Participants
1,095
2834 COLORADO AVE. SUITE 200 - SANTA MONICA, CA 90404516-698-6411
Plans on this EIN
2 filings
#001401k-$33.8M - 595 part#502Mixed-$6.0M - 752 lives

Benefits portfolio analytics

1 plan / $6.0M premiums / 752 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$5.7M
  • Other$302K
  • Life$188K
  • Long-term disability$188K
  • Vision$64K
Total $6.0M5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
81%top
  • BLUE CROSS OF CALIFORNIA81%
  • KAISER FOUNDATION HEALTH PLAN INC13%
  • HARTFORD LIFE AND ACCIDENT3%
  • MODERN HEALTH2%
  • EYEMED VISION CARE1%
  • +1 more
Total $6.0M6 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • MARSH & MCLENNAN AGENCY LLC100%
Total $360K1 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

SIMPLEPRACTICE, LLC 401(K) RETIREMENT PLAN

401k

Assets$33.8M
Participants595
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

SIMPLEPRACTICE HEALTH & WELFARE PLAN

Mixed - BLUE CROSS OF CALIFORNIA

Premiums$6.0M
Covered lives752
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001SIMPLEPRACTICE, LLC 401(K) RETIREMENT PLAN401k$33.8M5952025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
502SIMPLEPRACTICE HEALTH & WELFARE PLANMixedBLUE CROSS OF CALIFORNIA$6.0M7522025
Retirement plans
Welfare plans
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