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  2. Simitree Acquisition LLC
  • Benefits analytics
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Filings through Oct 24, 2026.

Simitree Acquisition LLC

EIN 86-3586333-Professional, Scientific, and Technical Services-Latest filing 2025
Plans
2
Retirement
1
$24.7M assets
Health & Benefits
1
$4.7M premiums
Participants
676
2518 WHITNEY AVENUE, SUITE B - HAMDEN, CT 06518610-994-9826
Plans on this EIN
2 filings
#001401(k)-$24.7M - 333 part#501Fully insured-$4.7M - 488 lives

Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.

Benefits portfolio analytics

1 plan / $4.7M premiums / 488 covered lives

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
Total $4.7M8 rows
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Plan summaries

Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.

Retirement#001

SIMITREE HEALTHCARE CONSULTING, LLC 401(K) PLAN

401(k)

Assets$24.7M
Participants333
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501

SIMITREE ACQUISITION, LLC WELFARE BENEFITS PLAN

Fully insured - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$4.7M
Covered lives488
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001SIMITREE HEALTHCARE CONSULTING, LLC 401(K) PLAN401(k)$24.7M3332025
  • SIMITREE HEALTHCARE CONSULTING, LLC 401(K) PLAN$24.7M
    #001 · 401(k) · 2025333

Health & Benefits plans

1 plan on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#501SIMITREE ACQUISITION, LLC WELFARE BENEFITS PLANFully insuredUNITEDHEALTHCARE INSURANCE COMPANY$4.7M4882025
  • SIMITREE ACQUISITION, LLC WELFARE BENEFITS PLAN$4.7M
    #501 · Fully insured · UNITEDHEALTHCARE INSURANCE COMPANY · 2025488
Retirement plans
Health & Benefits plans

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