Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$1.6M
- Dental$1.6M
- Life$56K
- Vision$30K
Sponsor portfolio
SIMFLO, LLC
EIN 75-2853292machineryLatest filing 2025
Plans
4
Retirement
1
$8.3M assets
Welfare
3
$3.1M premiums
Participants
312
Benefits portfolio analytics
3 plans / $3.1M premiums / 703 covered livesCarrier market share
Premium dollars by Schedule A carrier
95%top
- BLUE CROSS OF CALIFORNIA95%
- STANDARD INSURANCE COMPANY3%
- EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA2%
Broker market share
Schedule A broker compensation
99%top
- HOTCHKISS INSURANCE AGENCY, LLC99%
- STEPHENS, HARLON, EDWARD1%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
SIMFLO, LLC EMPLOYEE PROFIT SHARING PLAN
ProfitSharing
Assets$8.3M
Participants144
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#505
SIMFLO WRAP PLAN
Fully Insured - BLUE CROSS BLUE SHIELD OF TEXAS
Premiums$1.7M
Covered lives278
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502
SIMFLO HEALTH PLAN
Fully Insured - BLUE CROSS BLUE SHIELD OF TEXAS
Premiums$1.4M
Covered lives268
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#504
SIMFLO LIFE PLAN
Fully Insured - STANDARD INSURANCE CO.
Premiums$52K
Covered lives157
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | SIMFLO, LLC EMPLOYEE PROFIT SHARING PLAN | ProfitSharing | $8.3M | 144 | 2025 |
Welfare plans3
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 505 | SIMFLO WRAP PLAN | Fully Insured | BLUE CROSS BLUE SHIELD OF TEXAS | $1.7M | 278 | 2025 | |
| 502 | SIMFLO HEALTH PLAN | Fully Insured | BLUE CROSS BLUE SHIELD OF TEXAS | $1.4M | 268 | 2024 | |
| 504 | SIMFLO LIFE PLAN | Fully Insured | STANDARD INSURANCE CO. | $52K | 157 | 2024 |
Retirement plans
Welfare plans