PlanOptica

Plan research for advisors and brokers. Every retirement and welfare filing, peer-ranked and a decade deep, sourced to the line.

Product

Retirement plans
Welfare plans
Providers
Pricing

Data

Downloads hub
Retirement plans CSV
Welfare plans CSV
Custom analytics

Resources

Documentation
Filter catalog
Plan-page guide
Glossary

Company

About
Contact
Privacy
Terms

PlanOptica

Pricing

Welfare plans
Brokers
KATHERINE L SIMOS

Welfare broker

KATHERINE L SIMOS

Mailing address (most recent filing)

1605 CONRAD ROAD

LEWISVILLE, NC 27023

Total comp: $1K
Commissions: $1K
Fees: $0
Filings: 4
Sponsors: 4

Not enough current filings to build analytics for KATHERINE L SIMOS.

No sponsors where KATHERINE L SIMOS is the primary broker on the latest filing.

Sponsor	Loc	Premium	Comp	Carrier

PlanOptica

Plan research for advisors and brokers. Every retirement and welfare filing, peer-ranked and a decade deep, sourced to the line.

Product

Retirement plans
Welfare plans
Providers
Pricing

Data

Downloads hub
Retirement plans CSV
Welfare plans CSV
Custom analytics

Resources

Documentation
Filter catalog
Plan-page guide
Glossary

Company

About
Contact
Privacy
Terms

PlanOptica

Pricing

Welfare plans
Brokers
KATHERINE L SIMOS

Welfare broker

KATHERINE L SIMOS

Mailing address (most recent filing)

1605 CONRAD ROAD

LEWISVILLE, NC 27023

Total comp: $1K
Commissions: $1K
Fees: $0
Filings: 4
Sponsors: 4

Not enough current filings to build analytics for KATHERINE L SIMOS.

No sponsors where KATHERINE L SIMOS is the primary broker on the latest filing.

Sponsor	Loc	Premium	Comp	Carrier

PlanOptica

Plan research for advisors and brokers. Every retirement and welfare filing, peer-ranked and a decade deep, sourced to the line.

Product

Retirement plans
Welfare plans
Providers
Pricing

Data

Downloads hub
Retirement plans CSV
Welfare plans CSV
Custom analytics

Resources

Documentation
Filter catalog
Plan-page guide
Glossary

Company

About
Contact
Privacy
Terms