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Sponsor portfolio

SIMPLEVIEW

EIN 74-3044818-Professional, Scientific, and Technical Services-Latest filing 2024
Plans
2
Retirement
1
$22.5M assets
Welfare
1
$996K premiums
Participants
397
8950 N ORACLE RD - TUCSON, AZ 85704520-575-1151
Plans on this EIN
2 filings
#001401k-$22.5M - 397 part#501Fully Insured-$996K - 558 lives

Benefits portfolio analytics

1 plan / $996K premiums / 558 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$805K
  • Dental$805K
  • Vision$805K
  • Life$191K
  • Short-term disability$191K
  • Long-term disability$191K
  • +1 more
Total $996K7 rows

Carrier market share

Premium dollars by Schedule A carrier

Bundled
100%top
  • UNITEDHEALTHCARE INSURANCE COMPANY100%
Total $996K1 slice

Broker market share

Schedule A broker compensation

Single broker
100%top
  • CBIZ BENEFITS & INSURANCE SERVICES100%
Total $66K1 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

SIMPLEVIEW 401(K) PLAN

401k

Assets$22.5M
Participants397
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

SIMPLEVIEW, LLC EMPLOYEE BENEFITS PLAN

Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$996K
Covered lives558
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001SIMPLEVIEW 401(K) PLAN401k$22.5M3972024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501SIMPLEVIEW, LLC EMPLOYEE BENEFITS PLANFully InsuredUNITEDHEALTHCARE INSURANCE COMPANY$996K5582024
Retirement plans
Welfare plans
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