Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$4.1M
- Vision$4.1M
- Prescription drug$4.1M
- Dental$574K
- Life$574K
- Short-term disability$574K
- +2 more
Sponsor portfolio
SIMITREE ACQUISITION LLC
EIN 86-3586333Professional, Scientific, and Technical ServicesLatest filing 2025
Plans
2
Retirement
1
$24.7M assets
Welfare
1
$4.7M premiums
Participants
676
2518 WHITNEY AVENUE, SUITE B - HAMDEN, CT 06518610-994-9826
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $4.7M premiums / 488 covered livesCarrier market share
Premium dollars by Schedule A carrier
88%top
- UNITEDHEALTHCARE INSURANCE COMPANY88%
- THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA12%
Broker market share
Schedule A broker compensation
100%top
- GCG FINANCIAL LLC100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
SIMITREE HEALTHCARE CONSULTING, LLC 401(K) PLAN
401k
Assets$24.7M
Participants333
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
SIMITREE ACQUISITION, LLC WELFARE BENEFITS PLAN
Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY
Premiums$4.7M
Covered lives488
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | SIMITREE HEALTHCARE CONSULTING, LLC 401(K) PLAN | 401k | $24.7M | 333 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | SIMITREE ACQUISITION, LLC WELFARE BENEFITS PLAN | Fully Insured | UNITEDHEALTHCARE INSURANCE COMPANY | $4.7M | 488 | 2025 |
Retirement plans
Welfare plans