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Benefits Intelligence/Broker Directory/California

Danone Simpson Insurance Svcs

Calabasas, CA

Danone Simpson Insurance Svcs of Calabasas, CA is the broker of record on 5 Form 5500 Schedule A filings covering 4 employer benefit plans, with $111,863 in reported broker commissions (plan year 2025).

Employer clients
4
distinct plan sponsors
Schedule A filings
5
States served
1
Reported commissions
$111,863
plan year 2025
Reported fees
$122,215

Quick answer

Danone Simpson Insurance Svcs (Calabasas, CA) is the broker of record for 4 employer benefit plan sponsors on 5 Form 5500 Schedule A filings, plan year 2025.

How many employer clients does Danone Simpson Insurance Svcs have?
Danone Simpson Insurance Svcs is named as broker on Form 5500 Schedule A filings for 4 distinct plan sponsors.
Who are Danone Simpson Insurance Svcs's largest employer clients?
By plan participants, the largest include Partnerships To Uplift Communities Lakeview Terrace (501 participants), Valley Village (248 participants) and Crown Preparatory Academy Stem Preparatory Schools (188 participants).
How much does Danone Simpson Insurance Svcs earn in commissions?
Insurers reported $111,863 in broker commissions and $122,215 in fees paid to Danone Simpson Insurance Svcs for plan year 2025, per Schedule A Part 1.
Where is Danone Simpson Insurance Svcs located?
Danone Simpson Insurance Svcs is based in Calabasas, CA.

Source: Fundz verified event record.

Employer clients

Plan sponsors naming Danone Simpson Insurance Svcs 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
Partnerships To Uplift Communities Lakeview TerraceCA5012026-03-31
Valley VillageCA2482025-10-31
Crown Preparatory Academy Stem Preparatory SchoolsCA1882025-06-30
1 more employer clients are on this firm's record, with the month each plan comes up again. See the full client list

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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.