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Benefits Intelligence/Broker Directory/Montana

Randall Simkins Osaic Wealth

Butte, MT

Randall Simkins Osaic Wealth of Butte, MT is the broker of record on 2 Form 5500 Schedule A filings covering 1 employer benefit plans, with $6,467 in reported broker commissions (plan year 2025).

Employer clients
1
distinct plan sponsors
Schedule A filings
2
States served
1
Reported commissions
$6,467
plan year 2025

Quick answer

Randall Simkins Osaic Wealth (Butte, MT) is the broker of record for 1 employer benefit plan sponsor on 2 Form 5500 Schedule A filings, plan year 2025.

How many employer clients does Randall Simkins Osaic Wealth have?
Randall Simkins Osaic Wealth is named as broker on Form 5500 Schedule A filings for 1 distinct plan sponsor.
Who are Randall Simkins Osaic Wealth's largest employer clients?
By plan participants, the largest include Pioneer Technical Services, Inc. (123 participants).
How much does Randall Simkins Osaic Wealth earn in commissions?
Insurers reported $6,467 in broker commissions paid to Randall Simkins Osaic Wealth for plan year 2025, per Schedule A Part 1.
Where is Randall Simkins Osaic Wealth located?
Randall Simkins Osaic Wealth is based in Butte, MT.

Source: Fundz verified event record.

Employer clients

Plan sponsors naming Randall Simkins Osaic Wealth 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
Pioneer Technical Services, Inc.MT1232025-12-31

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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.