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Form 5500 · Employee benefit plan · SUMMIT, NJ

SIMPLICITY FINANCIAL MARKETING HOLDINGS, INC.

SIMPLICITY FINANCIAL MARKETING HOLDINGS, INC. of SUMMIT, NJ files a Form 5500 with the U.S. Department of Labor disclosing its employee benefit plan. Its broker of record is BROWN & BROWN OF NEW YORK INC. Coverage is written through ANTHEM HEALTH PLANS, INC. and 2 other carriers. The plan's most recent policy period ended in December.

Benefits broker of record
Insurance carrier
Plan renews
December

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 26-1553695 · plan 502 · as of Jul 2026

Participants
614
Carriers on file
3
Disclosed commissions
$348,957
Renewal month
December

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsCommission
ANTHEM HEALTH PLANS, INC.Health, Dental, Vision1,561December$322,144
STANDARD INSURANCE COMPANYLife, Disability230December$22,183
ANTHEM LIFE INSURANCE COMPANYLife, Disability204March$4,630

Questions

Who is SIMPLICITY FINANCIAL MARKETING HOLDINGS, INC.'s benefits broker?

Per its most recent Form 5500 Schedule A, SIMPLICITY FINANCIAL MARKETING HOLDINGS, INC.'s broker of record is BROWN & BROWN OF NEW YORK INC.

What insurance carrier does SIMPLICITY FINANCIAL MARKETING HOLDINGS, INC. use?

SIMPLICITY FINANCIAL MARKETING HOLDINGS, INC.'s benefit plan is written through ANTHEM HEALTH PLANS, INC., among 3 disclosed carriers.

When does SIMPLICITY FINANCIAL MARKETING HOLDINGS, INC.'s group plan renew?

The most recent Schedule A policy period for SIMPLICITY FINANCIAL MARKETING HOLDINGS, INC. ended in December. Group plans typically renew on the same annual cycle.

Where does this data come from?

All figures are drawn from SIMPLICITY FINANCIAL MARKETING HOLDINGS, INC.'s public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.