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Sponsor portfolioWelfare / HealthEIN 23-1496543
M SIMON ZOOK CO
4960 HORSESHOE PIKE, PO BOX 160 · HONEY BROOK, PA 19344
6102733776
- Plans filed
- 2
- Years active
- 2016–2026
- Industry
- NAICS 31
- Latest filing
- 2026
Total premiums (latest)
$1.0M
No prior year
Persons covered
354
No prior year
Total participants
354
No prior year
Plans filed
2
No prior year
Plans under this sponsor
2 plans
Coverage overview
Aggregate, latest year
| Benefit type | Premium | Share | Distribution |
|---|---|---|---|
| Stop-loss | $909K | 88.2% | |
| Other | $53K | 5.2% | |
| Long-term disability | $43K | 4.2% | |
| Life | $16K | 1.6% | |
| Vision | $9K | 0.8% |
Carrier overview
4 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 760801682 | SL | $909K | 89.6% | 1 | 1 | 163 |
EIN 470322111 | LLTDOth | $96K | 9.5% | 1 | 3 | 191 |
EIN 251149206 | V | $9K | 0.9% | 1 | 1 | 165 |
EIN 222517863 | $0 | 0.0% | 1 | 1 | 0 |
Broker overview
3 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| MCCONKEY BENEFITS & FINANCIAL SERV | YORK, PA | UNITED OF OMAHA LIFE INSURANCE COMPANY, VISION BENEFITS OF AMERICA | $15K | $5K | $20K | 86.8% | 1 |
| TRUE NETWORK ADVISORS | FT WASHINGTON, PA | UNITED OF OMAHA LIFE INSURANCE COMPANY | $0 | $2K | $2K | 9.0% | 1 |
| BENEFITMALL | TOWSON, MD | UNITED OF OMAHA LIFE INSURANCE COMPANY | $0 | $974 | $974 | 4.2% | 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