Form 5500 · Employee benefit plan · CHICAGO, IL
SIMPLEX INVESTMENTS, LLC
Public Form 5500 records show how SIMPLEX INVESTMENTS, LLC (CHICAGO, IL) structures its employee benefits. Its broker of record is GALLAGHER BENEFIT SERVICES. Coverage is written through PRINCIPAL LIFE INSURANCE COMPANY. The plan's most recent policy period ended in September.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 36-4519916 · plan 502 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | Dental, Vision, Life, Disability | 312 | September | $11,668 |
Questions
Who is SIMPLEX INVESTMENTS, LLC's benefits broker?
Per its most recent Form 5500 Schedule A, SIMPLEX INVESTMENTS, LLC's broker of record is GALLAGHER BENEFIT SERVICES.
What insurance carrier does SIMPLEX INVESTMENTS, LLC use?
SIMPLEX INVESTMENTS, LLC's benefit plan is written through PRINCIPAL LIFE INSURANCE COMPANY.
When does SIMPLEX INVESTMENTS, LLC's group plan renew?
The most recent Schedule A policy period for SIMPLEX INVESTMENTS, LLC ended in September. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from SIMPLEX INVESTMENTS, LLC's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.