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Sponsor portfolioWelfare / HealthEIN 13-3794889

THE SIMONS FOUNDATION, INC.

160 FIFTH AVENUE · NEW YORK, NY 10010
6466540066
Plans filed
2
Years active
2015–2025
Industry
NAICS 81
Latest filing
2025
Total premiums (latest)
$379K
No prior year
Persons covered
930
No prior year
Total participants
535
No prior year
Plans filed
2
No prior year

Plans under this sponsor

2 plans
Plan #501$379K
THE SIMONS FOUNDATION, INC. EMPLOYEE BENEFITS PLAN
Mixed930 covered·2 carriers
Primary: FIRST UNUM LIFE INSURANCE COMPANY
Plan #510$0
THE SIMONS FOUNDATION
Unknown0 covered·0 carriers

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Life$331K31.8%
Long-term disability$331K31.8%
Other$331K31.8%
Vision$48K4.6%

Carrier overview

2 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
UNUM LIFE INSURANCE COMPANY OF AMERICA
EIN 131898173
LLTDOth
$331K87.3%11485
EYEMED VISION CARE
EIN 860773195
V
$48K12.7%11930

Broker overview

1 broker · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
HUB INTERNATIONAL MIDWEST LIMITEDNEW YORK, NYEYEMED VISION CARE ON BEHALF OF FIDELITY SECURITY LIFE INSURANCE CO., FIRST UNUM LIFE INSURANCE COMPANY$21K$11K$32K100.0%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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