# SIMPLICITY GROUP WELFARE BENEFITS PLAN

Health and welfare plan sponsored by **SIMPLICITY FINANCIAL MARKETING HOLDINGS, INC.** (dba SIMPLICITY GROUP). Form 5500 filing for plan year 2025.

| Field | Value |
|---|---|
| Sponsor | SIMPLICITY FINANCIAL MARKETING HOLDINGS, INC. |
| EIN | 261553695 |
| Plan number | 502 |
| Plan year | 2025 |
| Location | SUMMIT, NJ |
| Industry | Administrative and Waste Management Services |
| Funding | fully insured |
| Total premiums | $12.1M |
| Participants | 822 |
| Persons covered | 1,795 |

## Insurance carriers (Schedule A)

| Carrier | Coverage |
|---|---|
| ANTHEM LIFE INSURANCE COMPANY | Health, Dental, Vision, PPO, Other, Life, STD, LTD |

## Brokers

| Broker | Placed with |
|---|---|
| BROWN & BROWN INSURANCE SERVICES | ANTHEM HEALTH PLANS, INC. |
| BROWN & BROWN INSURANCE SERVICES | ANTHEM LIFE INSURANCE COMPANY |

## About this data

- Source: public Form 5500 filings from the U.S. Department of Labor (EBSA), rebuilt on each DOL release.
- Full page (charts, history, peer benchmarks, fees, contacts): https://planoptica.com/welfare/261553695-502
- Cite as: PlanOptica, https://planoptica.com/welfare/261553695-502
- More: https://planoptica.com/llms.txt · API waitlist: https://planoptica.com/developers