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Sponsor portfolioWelfare / HealthEIN 03-0278920

SIMON PEARCE (U.S.) LLC

109 PARK ROAD · WINDSOR, VT 05089
8022302431
Plans filed
5
Years active
2015–2025
Industry
NAICS 32
Latest filing
2025
Total premiums (latest)
$244K
No prior year
Persons covered
238
No prior year
Total participants
214
No prior year
Plans filed
5
No prior year

Plans under this sponsor

5 plans
Plan #506$244K
SIMON PEARCE (U.S.) LLC HEALTH AND WELFARE BENEFIT PLAN
Mixed238 covered·2 carriers
Primary: SYMETRA LIFE INSURANCE COMPANY
Plan #503$133K
SIMON PEARCE US INC. LIFE INSURANCE & LONG TERM DISABILITY PLAN
Fully insured228 covered·2 carriers
Primary: UNUM LIFE INSURANCE COMPANY OF AMERICA
Plan #502$25K
SIMON PEARCE US INC. EE BENEFIT HEALTH PLAN
Mixed155 covered·1 carrier
Primary: VISION SERVICE PLAN
Plan #501$0
SIMON PEARCE US INC. PREMIUM PAYMENT PLAN
Self-funded0 covered·0 carriers
Plan #505$0
SIMON PEARCE US INC. HEALTH REIMBURSEMENT ARRANGEMENT
Self-funded0 covered·0 carriers

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Other$220K27.2%
Life$187K23.2%
Short-term disability$187K23.2%
Long-term disability$187K23.2%
Vision$25K3.0%

Carrier overview

2 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
SYMETRA LIFE INSURANCE COMPANY
EIN 910742147
LSTDLTDOth
$220K89.9%12238
VISION SERVICE PLAN
EIN 061227840
V
$25K10.1%11168

Broker overview

1 broker · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
THE RICHARDS GROUPBRATTLEBORO, VTSYMETRA LIFE INSURANCE COMPANY, VISION SERVICE PLAN$22K$8K$30K100.0%1

History & trajectory

11 years · all plans
Total premiums
Summed across all plans for this sponsor.
Persons covered
EOY headcount summed across all plans.
Carrier mix
Premium by top carriers, summed across plans.
Broker compensation
Comp by top brokers, summed across plans.

Policy details

Latest year, by plan
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