Form 5500 · Employee benefit plan · BOSTON, MA
SIMON-KUCHER AND PARTNERS STRATEGY AND MARKETING CONSULTANTS, LLC
Public Form 5500 records show how SIMON-KUCHER AND PARTNERS STRATEGY AND MARKETING CONSULTANTS, LLC (BOSTON, MA) structures its employee benefits. Its broker of record is LOCKTON COMPANIES, LLC. Coverage is written through BLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC. and 2 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 04-3327903 · plan 501 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| BLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC. | Health, Vision | 524 | December | $75,805 |
| LINCOLN NATIONAL LIFE INSURANCE COMPANY | Life, Disability | 368 | December | $16,995 |
| PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD | — | 44 | December | $1,378 |
Questions
Who is SIMON-KUCHER AND PARTNERS STRATEGY AND MARKETING CONSULTANTS, LLC's benefits broker?
Per its most recent Form 5500 Schedule A, SIMON-KUCHER AND PARTNERS STRATEGY AND MARKETING CONSULTANTS, LLC's broker of record is LOCKTON COMPANIES, LLC.
What insurance carrier does SIMON-KUCHER AND PARTNERS STRATEGY AND MARKETING CONSULTANTS, LLC use?
SIMON-KUCHER AND PARTNERS STRATEGY AND MARKETING CONSULTANTS, LLC's benefit plan is written through BLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC., among 3 disclosed carriers.
When does SIMON-KUCHER AND PARTNERS STRATEGY AND MARKETING CONSULTANTS, LLC's group plan renew?
The most recent Schedule A policy period for SIMON-KUCHER AND PARTNERS STRATEGY AND MARKETING CONSULTANTS, LLC ended in December. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from SIMON-KUCHER AND PARTNERS STRATEGY AND MARKETING CONSULTANTS, LLC's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.