Plan Ledger DOL Form 5500 · updated monthly

Simpli.Fi Holdings, LLCbenefits

Simpli.Fi Holdings, LLC Health and Welfare Plan · FORT WORTH, TX · plan year 2024

Broker compensation reported · 2024
$236,353

Simpli.Fi Holdings, LLC's benefits plan covered 627 active participants in 2024, providing health · life · dental · vision · short-term disability · long-term disability · death benefits. Insurance brokers and agents were paid $236,353 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $377 per covered person, above the median for employer plans that report broker pay.

Insurance contracts · 20243
BLUE CROSS BLUE SHIELD OF TEXAS · health drug dentalpremiums n/a · 1,064 covered
UNITEDHEALTHCARE INSURANCE COMPANY · life std ltdpremiums n/a · 627 covered
DEARBORN LIFE INSURANCE COMPANY · visionpremiums n/a · 440 covered
Brokers & agents paid · 20241
GALLAGHER BENEFIT SERVICES, INC.$236,353 · incl $8,134 fees
Also brokered by Gallagher5
Chem Carriers, LLC LA$5,531,992

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Source: DOL Form 5500 Schedule A, plan year 2024, EIN 271828514 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.