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SIMPLY BUSINESS LLC
Sponsor portfolio
Welfare / Health
EIN
300956205
SIMPLY BUSINESS LLC
ONE BEACON ST · BOSTON, MA 02108
4475051860
Plans filed
1
Years active
2020–2025
Industry
NAICS 54
Latest filing
2025
Total premiums (latest)
i
$198K
No prior year
Persons covered
i
257
No prior year
Total participants
i
257
No prior year
Plans filed
i
1
No prior year
Plans under this sponsor
1 plan
Plan #501
$198K
SIMPLY BUSINESS EMPLOYEE WELFARE BENEFIT PLAN
Fully insured
257 covered
·
1 carrier
Primary: THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
Coverage overview
Aggregate, latest year
Benefit type
Premium
Share
Distribution
Short-term disability
$87K
35.7%
Long-term disability
$63K
25.8%
Life
$47K
19.3%
Other
$47K
19.3%
Carrier overview
1 carrier · all plans
Carrier
Coverage
Total premium
Share
Plans
Contracts
Covered
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
EIN 350472300
L
STD
LTD
Oth
$198K
100.0%
1
3
257
History & trajectory
6 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
Plan #501
SIMPLY BUSINESS EMPLOYEE WELFARE BENEFIT PLAN
257 covered · 3 contracts
$198K
Company contact details
Filing signers, plan administrators, auditors, actuaries
1 contact
Provider details
Schedule C providers, welfare brokers and carriers
1 provider
Sponsor documents
Form 5500 filings and Top Hat statements on this EIN
13 documents - 2 plans - 9 years