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Benefits Intelligence/Broker Directory/Washington

Dixie Simon

Spokane, WA

Dixie Simon of Spokane, WA is the broker of record on 75 Form 5500 Schedule A filings covering 32 employer benefit plans across 12 states, with $21,627 in reported broker commissions (plan year 2023).

Employer clients
32
distinct plan sponsors
Schedule A filings
75
States served
12
Reported commissions
$21,627
plan year 2023
Reported fees
$1,548

Employer clients

Plan sponsors naming Dixie Simon 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
Fidelity National Financial, Inc.FL13,5812011-12-31
Umpqua BankOR4,7682016-12-31
Bunzl Distribution Usa IncMO2,8112012-12-31
29 more employer clients are on this firm's record, with the month each plan comes up again. See the full client list

Know who holds the account, and when it renews.

Every US employer benefit plan with its broker of record, reported commissions, participant count and renewal month, read from the most recent Form 5500 Schedule A and joined to funding rounds, executive hires and layoff notices.

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Other benefits brokers in Washington

All brokers in Washington

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.