Form 5500 · Employee benefit plan · BALA CYNWYD, PA
SIMPSON SENIOR SERVICES
The filing calls this plan SIMPSON SENIOR SERVICES- GUARDIAN PLANS.
SIMPSON SENIOR SERVICES of BALA CYNWYD, PA is a 165-participant health care and social assistance employer whose group benefits are disclosed in its annual Form 5500 filing. Its broker of record is LOCKTON COMPANIES, LLC. Coverage is written through THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 13-5459480 · plan 505 · plan year 2025, filed Sep 2, 2026
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How this plan is funded
Funding not settled by the filing
The filing does not report enough to settle how this plan pays for benefits.
Benefits declared on this filing
Declared benefits are the plan’s own line 8b codes on Form 5500. “Not on Schedule A” means no insured contract for that line appears on this filing. That usually means the benefit is self-funded, or it sits under a different plan number.
Persons covered is the count the carrier filed for that policy at the end of its policy year, and it can include dependents. Participants is the plan's own count at the start of its plan year. The two count different people, so a covered figure can be larger.
Plan brief
The filing discloses a single insured line, dental, through THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA, covering 171 people.
Reported premium across the insured contracts is $111,720, with $7,820 in disclosed broker commissions — about 7% of premium.
The most recent policy period ended in December, and the plan year ends December 31. Group contracts typically renew on that annual cycle.
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Premium | Commission |
|---|---|---|---|---|---|
| THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | Dental | 171 | Jan 1, 2026 | $111,720 | $7,820 |
Covered = persons covered at policy year end, as filed on Schedule A for that policy — often certificates or one class, not the whole plan. Premium = the filing’s own premium/charges figure; “—” means not credibly reported.
Administrator and service providers
The plan administrator is from line 3a of the main form. We publish company names only.
Other plans filed by this employer
How this plan compares
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