Calli Jackson
Bozeman, MT
Calli Jackson of Bozeman, MT is the broker of record on 2 Form 5500 Schedule A filings covering 2 employer benefit plans, with $13,570 in reported broker commissions (plan year 2025).
Quick answer
Calli Jackson (Bozeman, MT) is the broker of record for 2 employer benefit plan sponsors on 2 Form 5500 Schedule A filings, plan year 2025.
- How many employer clients does Calli Jackson have?
- Calli Jackson is named as broker on Form 5500 Schedule A filings for 2 distinct plan sponsors.
- Who are Calli Jackson's largest employer clients?
- By plan participants, the largest include Summit Energy Group, LLC (162 participants) and Simkins Lumber Company (101 participants).
- How much does Calli Jackson earn in commissions?
- Insurers reported $13,570 in broker commissions paid to Calli Jackson for plan year 2025, per Schedule A Part 1.
- Where is Calli Jackson located?
- Calli Jackson is based in Bozeman, MT.
Source: Fundz verified event record.
Employer clients
Plan sponsors naming Calli Jackson 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 |
|---|---|---|---|
| Summit Energy Group, LLC | MT | 162 | 2025-06-30 |
| Simkins Lumber Company | MT | 101 | 2026-03-31 |
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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.