$0
Cost to Employers
$640
Annual Payroll Tax Savings
Per Eligible Employee
5M+
Members Enrolled
Human Capital Solutions

The Preventive Care Benefit That Lowers Your Tax Burden While Protecting Your Workforce

SIMERP 125 is a market-leading employer-sponsored preventive care plan that delivers comprehensive health coverage at zero cost—while generating measurable savings through payroll tax reduction. It's the rare benefit that improves employee wellness without adding to your overhead.

Illustrative Employer Impact
For qualifying businesses with W-2 employees
50
Eligible Employees
$32,000
Annual Tax Savings
$0
Out-of-Pocket Cost

Who This Serves Best

Businesses with W-2 Employees

Any employer paying FUTA, FICA, or state unemployment taxes on eligible wages qualifies for tax savings.

Organizations Seeking Cost Reduction

Companies looking to offset rising benefit costs without compromising employee health coverage.

Those with Existing Health Plans

Designed as a complement to existing ERISA plans—not a replacement—filling coverage gaps at no added cost.

PE/VC Portfolio Companies

Additive benefits without added overhead—ideal for portfolio operators optimizing P&L while enhancing retention.

What SIMERP 125 Is

A Section 125 Preventive Care Plan — Not Insurance

SIMERP 125 is an employer-sponsored Section 125 cafeteria plan that delivers a comprehensive preventive care benefit. It is not an insurance product, carries no coverage gaps, and requires no carrier relationship.

The plan works by redirecting a portion of employee wages through a pre-tax salary reduction mechanism. Employees receive 100% free preventive care. Employers generate payroll tax savings that exceed the cost of benefit delivery — making it net-positive from day one.

The Core Distinction

Most employer health benefits cost the employer while providing value to the employee. SIMERP 125 delivers value to both — reducing the employer's effective payroll tax burden while fully covering the employee's preventive care.

Why This Is Different

Not Insurance — No Carrier Risk

There are no premiums, no underwriting, no coverage denials, and no liability exposure for employers or employees. The benefit is delivered directly through participating provider networks.

ERISA-Compatible — Complements Existing Plans

SIMERP 125 is designed as a supplementary layer, not a replacement. It fills coverage gaps without disrupting your current ERISA plan design, benefits elections, or compliance structure.

Net-Positive Economics — Immediately

At approximately $640 per employee annually in employer payroll tax savings against zero benefit cost, the economics work for any employer with 10 or more eligible W-2 employees. No break-even analysis required.

No Capital Expenditure, Minimal Administration

Implementation requires no upfront investment and minimal HR involvement. We handle plan documentation, enrollment, and compliance — your role is to approve and communicate.

Per-Employee Tax Savings Breakdown

$42
FUTA Savings
6% on first $7K wages
$490
FICA/Medicare Savings
7.65% employer portion
$640
Total Annual
+ State Unemployment

Calculation basis: $8,000 in pre-tax salary reduction per eligible employee generates approximately $640 in federal payroll tax savings. State unemployment tax savings vary by state. Figures are illustrative.

Illustrative Impact

What This Looks Like at Scale

The math compounds quickly. Here's the employer-level impact for common workforce sizes.

Workforce

Annual Tax Savings

5-Year Savings

Employer Cost

15 Employees
$9,600
$48,000
$0
25 Employees
$16,000
$80,000
$0
50 Employees
$32,000
$160,000
$0
100 Employees
$64,000
$320,000
$0
250 Employees
$160,000
$800,000
$0

Assumptions: 100% eligible W-2 workforce. Federal tax rates based on current FUTA (0.8% after credit) and FICA employer contribution (6.2% OASDI + 1.45% Medicare). Does not include state unemployment tax savings. Individual employer results will vary based on workforce composition.

How It Works

A Section 125 Preventive Care Plan Built Around Employer Tax Savings

SIMERP 125 leverages Section 125 of the Internal Revenue Code to deliver a zero-cost preventive care benefit while generating meaningful payroll tax reductions for employers.

Mechanics

Section 125 Pre-Tax Structure

The plan utilizes a cafeteria plan structure allowing employees to receive preventive care benefits through pre-tax salary reductions. This reduces taxable wages, lowering both employer and employee FICA obligations.

Tax Impact

Payroll Tax Reduction

By reducing taxable wages through the Section 125 mechanism, employers save approximately $640 per employee annually on FUTA, FICA, and state unemployment taxes—compounding across your entire eligible workforce.

Benefit

Comprehensive Coverage

Employees receive 100% free preventive care including primary care, urgent care, mental health services, and 1,000+ prescriptions—at zero out-of-pocket cost while employers generate net-positive ROI.

Why This Differs From Traditional Health Plans

No premiums, deductibles, or co-pays for preventive care services covered under the plan.

Complements existing plans rather than replacing them—filling gaps in coverage without disrupting current benefit structures.

Net-positive employer economics from day one—no implementation costs, no ongoing administration burden, measurable tax savings.

No carrier risk—the plan is not insurance and carries no liability for employers or employees.

$640
Annual savings per eligible employee
FUTA
Federal Unemployment
FICA
Social Security & Medicare
State Unemployment
Varies by state
Decision Framework

When SIMERP 125 Creates the Greatest Impact

The plan delivers the strongest value in specific operational and financial contexts. Understanding these conditions helps determine whether this solution is the right fit for your organization.

Workforce Signal

Meaningful W-2 Headcount

Organizations with 10+ eligible W-2 employees generate sufficient tax savings to make implementation worthwhile. The ROI improves proportionally with workforce size.

Benefits Signal

High-Cost Coverage Gaps

Companies whose high-deductible health plans leave employees underutilizing preventive care benefit from removing cost barriers to essential services.

P&L Signal

Margin Pressure

Organizations seeking to reduce benefit costs while maintaining or improving employee satisfaction—without capital expenditure or ongoing administrative burden.

Retention Signal

Talent Retention Challenges

Businesses competing for talent where enhanced benefits packages improve retention without increasing cash compensation or headcount overhead.

Compliance Signal

ERISA Plan Compatibility

Organizations with existing compliant ERISA health plans seeking supplementary benefits that don't conflict with current plan designs or regulatory compliance.

Portfolio Signal

PE/VC Portfolio Management

Portfolio companies where operational improvements without capital outlay support EBITDA optimization while maintaining employee satisfaction metrics.

Not sure if SIMERP 125 is right for your situation?

Request a Confidential Assessment
Coverage Details

What's Included in the SIMERP 125 Plan

A comprehensive preventive care benefit covering the services employees use most—completely free at point of care with no cost-sharing requirements.

$0
Employee Cost
100%
Preventive Coverage
1,000+
Free Prescriptions
0
Deductibles or Copays

Urgent Care

Immediate access to urgent care facilities for non-emergency medical needs—without the ER wait times or costs.

100% Covered

Primary Care

Comprehensive primary care physician visits including annual physicals, wellness checks, and chronic condition management.

100% Covered

Prescription Coverage

Access to 1,000+ preventive care prescriptions at no cost, covering common medications for chronic and acute conditions.

1,000+ Medications

Mental Health

Behavioral health services including therapy consultations, mental wellness resources, and substance abuse support.

Full Support Included

Weight Management

Physician-supervised weight loss program including consultations, body composition analysis, and qualifying medications.

Doctor-Supervised

Digital Convenience

Easy online scheduling, virtual care options, and a mobile-friendly member portal for managing appointments and prescriptions.

Digital-First Access

Additional Employer Benefits

  • No implementation costs or setup fees
  • Minimal ongoing administrative requirements
  • Favorable workers' compensation implications through early intervention

Additional Employee Benefits

  • Zero out-of-pocket costs for covered services
  • No disruption to existing health plan coverage
  • Enhanced access to preventive care without financial barriers
Implementation Process

How SIMERP 125 Implementation Works

A streamlined onboarding process designed to minimize disruption while maximizing speed-to-value. Most implementations are complete within 30-60 days.

01

Eligibility Assessment

We evaluate your workforce composition, existing benefit structure, and tax profile to confirm SIMERP 125 suitability and projected savings.

  • W-2 employee count review
  • Current plan compatibility check
  • Tax savings projection
02

Plan Documentation

We prepare all required Section 125 plan documents and ensure ERISA compliance, handling the administrative complexity on your behalf.

  • Plan document preparation
  • Employee enrollment materials
  • Compliance documentation
03

Employee Enrollment

We manage the enrollment process, communicating with employees and ensuring high participation rates through clear, professional outreach.

  • Employee communication
  • Enrollment tracking
  • Benefit portal setup
04

Active Management

Ongoing support includes enrollment maintenance, compliance updates, and periodic reviews to maximize your tax savings over time.

  • Annual compliance review
  • New hire onboarding
  • Tax savings tracking

Typical Timeline

Week 1-2
Eligibility Assessment & Documentation
Week 2-3
Plan Setup & Compliance Review
Week 3-4
Employee Enrollment Campaign
Week 4-6
Go-Live & First Tax Savings

What to Have Ready

Preparing the following information will accelerate your implementation timeline:

Current employee headcount by W-2 status
Existing health plan documentation (if applicable)
Current payroll tax expense summary
HRIS/payroll system access for enrollment
Designated HR contact for implementation coordination
$0
Employer Cost
$0
Employee Cost
$640
Annual Tax Savings
Per Employee
5M+
Members Enrolled
What's Included

Comprehensive Preventive Care at Zero Cost

Every covered service is provided at 100% with no deductibles, copays, or cost-sharing requirements—eliminating financial barriers to essential healthcare.

Urgent Care

Immediate access to urgent care facilities for non-emergency medical needs—without ER costs or wait times.

100% Covered

Primary Care

Annual physicals, wellness visits, and chronic condition management with your choice of primary care physician.

100% Covered

Prescription Coverage

Access to 1,000+ preventive care medications covering chronic and acute conditions—at no out-of-pocket cost.

1,000+ Medications

Mental Health

Behavioral health services including therapy consultations, wellness resources, and substance abuse support.

Full Support Included

Weight Management

Physician-supervised weight loss program with body composition analysis and qualifying medications.

Doctor-Supervised

Digital Access

Easy online scheduling, virtual care options, and a mobile-friendly member portal for managing care.

Digital-First Access
Value Proposition

Employer Benefits That Extend Beyond Traditional Health Plans

The SIMERP 125 Plan is designed as a complement to—not a replacement for—your existing employer health plan. It fills coverage gaps while delivering measurable financial benefits that improve your bottom line from day one.

With no implementation costs, minimal ongoing administration, and immediate payroll tax relief, this preventive care solution offers exceptional value for employers committed to both employee wellness and operational efficiency.

Net-Positive ROI
From implementation—every dollar saved exceeds any administrative cost

No Conflict with Existing Plans

Works alongside current employer health coverage without replacement or coordination issues. ERISA compliance maintained.

Workers' Compensation Impact

Preventive care access enables early intervention, which can favorably impact workers' compensation claims and costs over time.

Payroll Tax Reduction

$640 annual savings per eligible employee on FUTA, FICA, and state unemployment taxes—compounding across your workforce.

Employee Retention

Comprehensive health benefits at zero cost enhance employee satisfaction, wellness outcomes, and retention metrics.

Ready to Reduce Costs While Protecting Your Workforce?

Schedule a confidential consultation to explore how SIMERP 125 can deliver measurable payroll tax savings while providing comprehensive preventive care for your employees—at zero cost to your organization.

100% Confidential
No Obligation
Senior-Level Advisors