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Sponsor portfolioWelfare / HealthEIN 85-3924667
SIMPLE MANAGEMENT GROUP, INC
2600 LAKE LUCIEN DRIVE, SUITE 116 · MAITLAND, FL 32751
4076378757
- Plans filed
- 1
- Years active
- 2023–2026
- Industry
- NAICS 45
- Latest filing
- 2026
Total premiums (latest)
$233K
No prior year
Persons covered
408
No prior year
Total participants
253
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 |
|---|---|---|---|
| Dental | $126K | 47.9% | |
| Short-term disability | $78K | 29.8% | |
| Life | $21K | 8.0% | |
| Other | $21K | 8.0% | |
| Vision | $16K | 6.3% |
Carrier overview
5 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 591031071 | D | $126K | 53.9% | 1 | 1 | 203 |
EIN 381082080 | LSTDOth | $83K | 35.5% | 1 | 2 | 253 |
EIN 135581829 | V | $16K | 7.1% | 1 | 1 | 408 |
EIN 390989781 | LSTDOth | $8K | 3.5% | 1 | 1 | 5 |
EIN 331206383 | $0 | 0.0% | 1 | 1 | 253 |
Broker overview
3 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| BROWN & BROWN INSURANCE SERVICES | MAITLAND, FL | SUN LIFE ASSURANCE COMPANY OF CANADA, METROPOLITAN LIFE INSURANCE COMPANY, TRANSAMERICA LIFE INSURANCE COMPANY, CIGNA HEALTH AND LIFE INSURANCE COMPANY ADN AFFILIATES | $27K | $812 | $27K | 98.6% | 1 |
| DAVID D. HOWEST | OVIEDO, FL | TRANSAMERICA LIFE INSURANCE COMPANY | $381 | $0 | $381 | 1.4% | 1 |
| EXPLAIN MY BENEFITS LLC | OVIEDO, FL | TRANSAMERICA LIFE INSURANCE COMPANY | $15 | $0 | $15 | 0.1% | 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