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Benefits Intelligence/Broker Directory/California

Danone Simpson

Calabasas, CA

Danone Simpson of Calabasas, CA is the broker of record on 4 Form 5500 Schedule A filings covering 3 employer benefit plans across 2 states, with $21,927 in reported broker commissions (plan year 2025).

Employer clients
3
distinct plan sponsors
Schedule A filings
4
States served
2
Reported commissions
$21,927
plan year 2025
Reported fees
$4

Quick answer

Danone Simpson (Calabasas, CA) is the broker of record for 3 employer benefit plan sponsors on 4 Form 5500 Schedule A filings, plan year 2025.

How many employer clients does Danone Simpson have?
Danone Simpson is named as broker on Form 5500 Schedule A filings for 3 distinct plan sponsors in 2 states.
Who are Danone Simpson's largest employer clients?
By plan participants, the largest include Amawaterways LLC (256 participants), Trinity Logistics Holdings LLC (226 participants) and Environmental Charter Schools (218 participants).
How much does Danone Simpson earn in commissions?
Insurers reported $21,927 in broker commissions and $4 in fees paid to Danone Simpson for plan year 2025, per Schedule A Part 1.
Where is Danone Simpson located?
Danone Simpson is based in Calabasas, CA and has employer clients in 2 states.

Source: Fundz verified event record.

Employer clients

Plan sponsors naming Danone Simpson on a Form 5500 Schedule A, largest first. Sponsor name, state, participant count and plan year end come directly from the filing.

EmployerStateParticipantsPlan year end
Amawaterways LLCCA2562024-12-31
Trinity Logistics Holdings LLCNJ2262025-12-31
Environmental Charter SchoolsCA2182025-09-30

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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.