Simplicity Life Inc
Monticello, MN
Simplicity Life Inc of Monticello, MN is the broker of record on 6 Form 5500 Schedule A filings covering 4 employer benefit plans across 4 states, with $34,672 in reported broker commissions (plan year 2025).
Quick answer
Simplicity Life Inc (Monticello, MN) is the broker of record for 4 employer benefit plan sponsors on 6 Form 5500 Schedule A filings, plan year 2025.
- How many employer clients does Simplicity Life Inc have?
- Simplicity Life Inc is named as broker on Form 5500 Schedule A filings for 4 distinct plan sponsors in 4 states.
- Who are Simplicity Life Inc's largest employer clients?
- By plan participants, the largest include Milton Park Partners, Inc. (212 participants), Clinic Security And Logistics, Inc. (140 participants) and Municipal Accounts & Consulting Lp (111 participants).
- How much does Simplicity Life Inc earn in commissions?
- Insurers reported $34,672 in broker commissions paid to Simplicity Life Inc for plan year 2025, per Schedule A Part 1.
- Where is Simplicity Life Inc located?
- Simplicity Life Inc is based in Monticello, MN and has employer clients in 4 states.
Source: Fundz verified event record.
Employer clients
Plan sponsors naming Simplicity Life Inc on a Form 5500 Schedule A, largest first. Sponsor name, state, participant count and plan year end come directly from the filing.
| Employer | State | Participants | Plan year end |
|---|---|---|---|
| Milton Park Partners, Inc. | GA | 212 | 2025-12-31 |
| Clinic Security And Logistics, Inc. | OH | 140 | 2025-04-30 |
| Municipal Accounts & Consulting Lp | TX | 111 | 2025-09-30 |
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Form 5500 Schedule A Part 1 (broker of record), 2024 to 2025 plan years. Source: U.S. Department of Labor EFAST2. Commission and fee figures are as reported by the plan's insurer on Schedule A Part 1 and are not adjusted.