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Form 5500 · Employee benefit plan · NEWTOWN SQUARE, PA

SIMON & SIMON, P.C.

Public Form 5500 records show how SIMON & SIMON, P.C. (NEWTOWN SQUARE, PA) structures its employee benefits. Its broker of record is KISTLER TIFFANY BENEFITS. Coverage is written through UNUM LIFE INSURANCE COMPANY OF AMERICA and 2 other carriers. The plan's most recent policy period ended in December.

Benefits broker of record
Plan renews
December

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 27-1330426 · plan 501 · as of Jul 2026

Participants
110
Carriers on file
3
Disclosed commissions
$17,383
Renewal month
December

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsCommission
UNUM LIFE INSURANCE COMPANY OF AMERICADisability51December$8,575
UNITED CONCORDIA INSURANCE COMPANYDental114December$5,265
UNUM LIFE INSURANCE COMPANY OF AMERICALife67December$3,543

Questions

Who is SIMON & SIMON, P.C.'s benefits broker?

Per its most recent Form 5500 Schedule A, SIMON & SIMON, P.C.'s broker of record is KISTLER TIFFANY BENEFITS.

What insurance carrier does SIMON & SIMON, P.C. use?

SIMON & SIMON, P.C.'s benefit plan is written through UNUM LIFE INSURANCE COMPANY OF AMERICA, among 3 disclosed carriers.

When does SIMON & SIMON, P.C.'s group plan renew?

The most recent Schedule A policy period for SIMON & SIMON, P.C. ended in December. Group plans typically renew on the same annual cycle.

Where does this data come from?

All figures are drawn from SIMON & SIMON, P.C.'s public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.