Form 5500 · Employee benefit plan · NEW YORK, NY
THE SIMONS FOUNDATION, INC.
THE SIMONS FOUNDATION, INC. of NEW YORK, NY files a Form 5500 with the U.S. Department of Labor disclosing its employee benefit plan. Its broker of record is HUB INTERNATIONAL NORTHEAST LIMITED. Coverage is written through FIRST UNUM LIFE INSURANCE COMPANY and 1 other carrier. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 13-3794889 · plan 501 · as of Aug 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Premium | Commission |
|---|---|---|---|---|---|
| FIRST UNUM LIFE INSURANCE COMPANY | Life, Disability | 485 | December | $330,881 | $17,334 |
| EYEMED VISION CARE ON BEHALF OF FIDELITY SECURITY LIFE INSURANCE CO. | Vision | 930 | December | $48,040 | $3,996 |
Questions
Who is THE SIMONS FOUNDATION, INC.'s benefits broker?
Per its most recent Form 5500 Schedule A, THE SIMONS FOUNDATION, INC.'s broker of record is HUB INTERNATIONAL NORTHEAST LIMITED.
What insurance carrier does THE SIMONS FOUNDATION, INC. use?
THE SIMONS FOUNDATION, INC.'s benefit plan is written through FIRST UNUM LIFE INSURANCE COMPANY, among 2 disclosed carriers.
When does THE SIMONS FOUNDATION, INC.'s group plan renew?
The most recent Schedule A policy period for THE SIMONS FOUNDATION, INC. ended in December. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from THE SIMONS FOUNDATION, INC.'s public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.