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Sponsor portfolioWelfare / HealthEIN 27-1330426
SIMON & SIMON, P.C.
18 CAMPUS BLVD, SUITE 100 · NEWTOWN SQUARE, PA 19073
2154674666
- Plans filed
- 2
- Years active
- 2022–2025
- Industry
- NAICS 54
- Latest filing
- 2025
Total premiums (latest)
$461K
No prior year
Persons covered
309
No prior year
Total participants
248
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 | $292K | 51.4% | |
| Short-term disability | $75K | 13.2% | |
| Long-term disability | $75K | 13.2% | |
| Dental | $61K | 10.7% | |
| Life | $33K | 5.8% | |
| Other | $33K | 5.8% |
Carrier overview
3 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 381082080 | SL | $292K | 63.4% | 1 | 1 | 124 |
EIN 010278678 | LSTDLTDOth | $108K | 23.4% | 1 | 2 | 87 |
EIN 860307623 | D | $61K | 13.2% | 1 | 1 | 185 |
Broker overview
2 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| KISTLER TIFFANY BENEFITS | BERWYN, PA | UNUM LIFE INSURANCE COMPANY OF AMERICA, UNITED CONCORDIA INSURANCE COMPANY | $25K | $3K | $28K | 83.9% | 1 |
| CENTRO BENEFITS RESEARCH LLC | SAINT LOUIS, MO | UNUM LIFE INSURANCE COMPANY OF AMERICA | $0 | $5K | $5K | 16.1% | 1 |
History & trajectory
4 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