Open any plan below to see its carriers, broker commissions and premiums.
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Sponsor portfolioWelfare / HealthEIN 13-5459480
SIMPSON SENIOR SERVICES
150 MONUMENT ROAD · BALA CYNWYD, PA 19004
6106609325
- Plans filed
- 6
- Years active
- 2015–2025
- Industry
- NAICS 62
- Latest filing
- 2025
Total premiums (latest)
$2.9M
No prior year
Persons covered
908
No prior year
Total participants
791
No prior year
Plans filed
6
No prior year
Plans under this sponsor
6 plans
Plan #501$2.6M
SIMPSON HOUSE WELFARE BENEFIT PLAN
Fully insured267 covered·3 carriers
Primary: KEYSTONE
Plan #506$224K
SIMPSON SENIOR SERVICES - PRUDENTIAL PLANS
Mixed308 covered·1 carrier
Primary: PRUDENTIAL INSURANCE COMPANY OF AMERICA
Plan #505$112K
SIMPSON SENIOR SERVICES- GUARDIAN PLANS
Fully insured171 covered·1 carrier
Primary: THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
Plan #504$55K
SIMPSON SENIOR SERVICES LONG TERM DISABILITY PLAN
Fully insured93 covered·1 carrier
Primary: LIFE INSURANCE COMPANY OF NORTH AMERICA
Plan #503$24K
SIMPSON SENIOR SERVICES LIFE AND DISABILITY PLAN
Fully insured217 covered·1 carrier
Primary: AMERICAN UNITED LIFE INSURANCE COMPANY
Plan #507$11K
SIMPSON SENIOR SERVICES - NVA PLAN
Fully insured162 covered·1 carrier
Primary: HEARTLAND
Coverage overview
Aggregate, latest year
| Benefit type | Premium | Share | Distribution |
|---|---|---|---|
| Dental | $2.7M | 48.5% | |
| Vision | $645K | 11.7% | |
| Health | $644K | 11.7% | |
| Prescription drug | $644K | 11.7% | |
| Life | $224K | 4.1% | |
| Short-term disability | $224K | 4.1% | |
| Long-term disability | $224K | 4.1% | |
| Other | $224K | 4.1% |
Carrier overview
6 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 232405376 | D | $1.9M | 66.0% | 1 | 1 | 267 |
EIN 232184623 | HRxDV | $634K | 21.8% | 1 | 1 | 267 |
EIN 221211670 | LSTDLTDOth | $224K | 7.7% | 1 | 1 | 308 |
EIN 135123390 | D | $112K | 3.8% | 1 | 1 | 171 |
EIN 020663236 | V | $11K | 0.4% | 1 | 1 | 162 |
EIN 232314460 | HRx | $10K | 0.3% | 1 | 1 | 1 |
Broker overview
2 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| LOCKTON COMPANIES, LLC | KANSAS CITY, MO | HEARTLAND, PRUDENTIAL INSURANCE COMPANY OF AMERICA, THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA, AMERIHEALTH INSURANCE COMPANY, INDEPENDENCE BLUE CROSS | $123K | $5K | $129K | 100.0% | 4 |
| IMG | INDIANAPOLIS, IN | PRUDENTIAL INSURANCE COMPANY OF AMERICA | $0 | $63 | $63 | 0.0% | 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