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Sponsor portfolioWelfare / HealthEIN 61-1734506
SIMPRO SOFTWARE
329 INTERLOCKEN PARKWAY, SUITE 100 · BROOMFIELD, CO 80021
8553386041
- Plans filed
- 1
- Years active
- 2024–2025
- Industry
- NAICS 54
- Latest filing
- 2025
Total premiums (latest)
$1.8M
No prior year
Persons covered
294
No prior year
Total participants
160
No prior year
Plans filed
1
No prior year
Plans under this sponsor
1 plan
Coverage overview
Aggregate, latest year
| Benefit type | Premium | Share | Distribution |
|---|---|---|---|
| Health | $1.7M | 31.5% | |
| Dental | $1.7M | 31.5% | |
| Prescription drug | $1.7M | 31.5% | |
| Life | $71K | 1.3% | |
| Short-term disability | $71K | 1.3% | |
| Long-term disability | $71K | 1.3% | |
| Other | $71K | 1.3% | |
| Vision | $9K | 0.2% |
Carrier overview
3 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 840747736 | HRxD | $1.7M | 95.5% | 1 | 1 | 294 |
EIN 350472300 | LSTDLTDOth | $71K | 4.0% | 1 | 1 | 156 |
EIN 430949844 | V | $9K | 0.5% | 1 | 1 | 243 |
Broker overview
2 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| MARSH & MCLENNAN AGENCY LLC | CONSHOHOCKEN, PA | ROCKY MOUNTAIN HOSPITAL & MEDICAL SERVICE, INC., EYEMED VISION CARE ON BEHALF OF FIDELITY SECURITY LIFE INSURANCE CO. | $42K | $0 | $42K | 70.5% | 1 |
| NFP INSURANCE SERVICES INC | PLAINVIEW, NY | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY, ROCKY MOUNTAIN HOSPITAL & MEDICAL SERVICE, INC., EYEMED VISION CARE ON BEHALF OF FIDELITY SECURITY LIFE INSURANCE CO. | $16K | $2K | $18K | 29.5% | 1 |
History & trajectory
2 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