Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$950K
- Dental$950K
- Life$63K
- Short-term disability$63K
- Long-term disability$63K
- Other$63K
Sponsor portfolio
SIMON EYE MANAGEMENT
EIN 83-2231457Latest filing 2025
Plans
2
Retirement
1
$9.9M assets
Welfare
1
$1.0M premiums
Participants
451
5301 LIMESTONE ROAD #128 - WILMINGTON, DE 19808302-239-1933
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $1.0M premiums / 162 covered livesCarrier market share
Premium dollars by Schedule A carrier
94%top
- AETNA LIFE INSURANCE COMPANY94%
- UNUM LIFE INSURANCE COMPANY OF AMERICA6%
Broker market share
Schedule A broker compensation
47%top
- PATRIOT GROWTH INSURANCE SERVICES47%
- NICHOLAS CUSMANO29%
- ROTH VOLUNTARY BENEFIT SERVICES INC14%
- DONATO HOLDINGS INC7%
- O'NEILL VOLUNTARY BENEFIT SERVICES3%
- +1 more
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
SIMON EYE MANAGEMENT LLC 401(K) PROFIT SHARING PLAN & TRUST
401k
Assets$9.9M
Participants239
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
SIMON EYE MANAGEMENT WELFARE BENEFIT PLAN
Fully Insured - AETNA LIFE INSURANCE COMPANY
Premiums$1.0M
Covered lives162
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | SIMON EYE MANAGEMENT LLC 401(K) PROFIT SHARING PLAN & TRUST | 401k | $9.9M | 239 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | SIMON EYE MANAGEMENT WELFARE BENEFIT PLAN | Fully Insured | AETNA LIFE INSURANCE COMPANY | $1.0M | 162 | 2025 |
Retirement plans
Welfare plans