Plan Ledger DOL Form 5500 · updated monthly

Simon-Kucher and Partners Strategy and Marketing Consultants, LLCbenefits

Simon-Kucher and Partners Health and Welfare Plan · BOSTON, MA · plan year 2025

Broker compensation reported · 2025
$116,504

Simon-Kucher and Partners Strategy and Marketing Consultants, LLC's benefits plans covered 368 active participants in 2025, providing health · life · dental · vision · short-term disability · long-term disability · other. Insurance premiums totaled $3,833,858. Insurance brokers and agents were paid $116,504 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That works out to 3.0% of premiums. That is $317 per covered person, above the median for employer plans that report broker pay. Broker pay fell 19% from $143,290 in 2024.

Insurance contracts · 20253
BLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC. · health drug vision hmo ppo$3.8M · 524 covered
LINCOLN NATIONAL LIFE INSURANCE COMPANY · life std ltdpremiums n/a · 368 covered
Brokers & agents paid · 20253
LOCKTON COMPANIES, LLC$66,247 · incl $18,083 fees
IMA INC$42,086 · incl $4,243 fees
Also brokered by Lockton5
Banner Health AZ$3,486,058
Peraton, Inc. VA$2,031,509
Dollar Tree, Inc. VA$1,645,687

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Source: DOL Form 5500 Schedule A, plan year 2025, EIN 043327903 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.