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Sponsor portfolioWelfare / HealthEIN 36-4519916

SIMPLEX INVESTMENTS, LLC

230 SOUTH LASALLE STREET · CHICAGO, IL 60604
3123602472
Plans filed
2
Years active
2020–2025
Industry
NAICS 52
Latest filing
2025
Total premiums (latest)
$2.7M
No prior year
Persons covered
638
No prior year
Total participants
263
No prior year
Plans filed
2
No prior year

Plans under this sponsor

2 plans
Plan #501$2.6M
SIMPLEX INVESTMENTS LLC HEALTH
Fully insured326 covered·1 carrier
Primary: BLUECROSS BLUESHIELD OF ILLINOIS
Plan #502$157K
SIMPLEX INVESTMENTS LLC WELFARE PLAN
Fully insured312 covered·1 carrier
Primary: PRINCIPAL LIFE INSURANCE COMPANY

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$2.6M42.2%
Prescription drug$2.6M42.2%
Dental$157K2.6%
Vision$157K2.6%
Life$157K2.6%
Short-term disability$157K2.6%
Long-term disability$157K2.6%
Other$157K2.6%

Carrier overview

2 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
BLUE CROSS OF CALIFORNIA
EIN 361236610
HRx
$2.6M94.2%11326
PRINCIPAL LIFE INSURANCE COMPANY
EIN 420127290
DVLSTDLTDOth
$157K5.8%11312

Broker overview

1 broker · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
GALLAGHER BENEFIT SERVICES, INC.CHICAGO, ILBLUECROSS BLUESHIELD OF ILLINOIS, PRINCIPAL LIFE INSURANCE COMPANY$111K$5K$116K100.0%2

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
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