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Sponsor portfolio

THE SIMPLEX GROUP, INC.

EIN 65-1130355-real estate-Latest filing 2025
Plans
2
Retirement
1
$141.4M assets
Welfare
1
$19.1M premiums
Participants
7,711
10625 N KENDALL DRIVE - MIAMI, FL 33176786-272-5305thesimplexgroup.comLinkedIn1-10 employeesreal estate
Plans on this EIN
2 filings
#001401k-$141.4M - 4,696 part#501Fully Insured-$19.1M - 7,024 lives

Benefits portfolio analytics

1 plan / $19.1M premiums / 7,024 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$18.0M
  • Dental$18.0M
  • Other$924K
  • Life$504K
  • Short-term disability$504K
  • Long-term disability$504K
  • +1 more
Total $19.1M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
94%top
  • UNITED HEALTHCARE INSURANCE COMPANY94%
  • METROPOLITAN LIFE INSURANCE COMPANY3%
  • AFLAC2%
  • VISION SERVICE PLAN1%
Total $19.1M4 slices

Broker market share

Schedule A broker compensation

Split broker
92%top
  • CERTUS INSURANCE ADVISORS LLC92%
  • MARC RODRIGUEZ4%
  • INGRID MARISA FARRELL2%
  • MARIA C ORTIZ1%
  • EILEEN SANCHEZ MEDINA1%
  • +3 more
Total $782K8 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

REGIS HR GROUP 401(K) PLAN

401k

Assets$141.4M
Participants4,696
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

REGIS HR GROUP HEALTH AND WELFARE BENEFIT PLAN

Fully Insured - UNITED HEALTHCARE INSURANCE COMPANY

Premiums$19.1M
Covered lives7,024
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001REGIS HR GROUP 401(K) PLAN401k$141.4M4,6962025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501REGIS HR GROUP HEALTH AND WELFARE BENEFIT PLANFully InsuredUNITED HEALTHCARE INSURANCE COMPANY$19.1M7,0242024
Retirement plans
Welfare plans
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