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Benefits Intelligence/Broker Directory/California

Danone Simpson Insurance Services

Calabasas, CA

Danone Simpson Insurance Services of Calabasas, CA is the broker of record on 30 Form 5500 Schedule A filings covering 19 employer benefit plans across 3 states, with $1,992,740 in reported broker commissions (plan year 2025).

Employer clients
19
distinct plan sponsors
Schedule A filings
30
States served
3
Reported commissions
$1,992,740
plan year 2025
Reported fees
$236,370

Quick answer

Danone Simpson Insurance Services (Calabasas, CA) is the broker of record for 19 employer benefit plan sponsors on 30 Form 5500 Schedule A filings, plan year 2025.

How many employer clients does Danone Simpson Insurance Services have?
Danone Simpson Insurance Services is named as broker on Form 5500 Schedule A filings for 19 distinct plan sponsors in 3 states.
Who are Danone Simpson Insurance Services's largest employer clients?
By plan participants, the largest include Alliance College-Ready Public Schools (1,426 participants), California Charter Schools Ewbt (1,195 participants) and Valley Strong Credit Union (580 participants).
How much does Danone Simpson Insurance Services earn in commissions?
Insurers reported $2 million in broker commissions and $236,370 in fees paid to Danone Simpson Insurance Services for plan year 2025, per Schedule A Part 1.
Where is Danone Simpson Insurance Services located?
Danone Simpson Insurance Services is based in Calabasas, CA and has employer clients in 3 states.

Source: Fundz verified event record.

Employer clients

Plan sponsors naming Danone Simpson Insurance Services 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
Alliance College-Ready Public SchoolsCA1,4262025-12-31
California Charter Schools EwbtCA1,1952025-12-31
Valley Strong Credit UnionCA5802025-12-31
16 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.