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Form 5500 · Employee benefit plan · BALA CYNWYD, PA

SIMPSON SENIOR SERVICES

SIMPSON SENIOR SERVICES of BALA CYNWYD, PA files a Form 5500 with the U.S. Department of Labor disclosing its employee benefit plan. Its broker of record is LOCKTON COMPANIES, LLC. Coverage is written through KEYSTONE 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 13-5459480 · plan 501 · as of Jul 2026

Participants
172
Carriers on file
3
Disclosed commissions
$97,015
Renewal month
December

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsCommission
KEYSTONEDental255December$78,980
INDEPENDENCE BLUE CROSSHealth, Dental, Vision30December$17,630
AMERIHEALTH INSURANCE COMPANYHealth1December$405

Questions

Who is SIMPSON SENIOR SERVICES's benefits broker?

Per its most recent Form 5500 Schedule A, SIMPSON SENIOR SERVICES's broker of record is LOCKTON COMPANIES, LLC.

What insurance carrier does SIMPSON SENIOR SERVICES use?

SIMPSON SENIOR SERVICES's benefit plan is written through KEYSTONE, among 3 disclosed carriers.

When does SIMPSON SENIOR SERVICES's group plan renew?

The most recent Schedule A policy period for SIMPSON SENIOR SERVICES ended in December. Group plans typically renew on the same annual cycle.

Where does this data come from?

All figures are drawn from SIMPSON SENIOR SERVICES's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.