PlanOptica

David Simas

Mailing address (most recent filing)
6100 FAIRVIEW ROAD, SUITE 1000
CHARLOTTE, NC 28210
Total comp
$161K
Commissions
$161K
Fees
$0
Filings
3
Sponsors
3

David Simas summary

David Simas appears as a broker on 3 Form 5500 Schedule A filings for 3 employer sponsors. Insurers reported $161K in commissions and fees paid to David Simas. Most client plans are sponsored in NC. The most common carriers in the book are BCBS of North Carolina. The largest clients include Lenoir-Rhyne University, Montreat College and Biotage, LLC.

Primary-broker plans
3
Covered premium
$6.8M
Market share
0.001%
Of all reported broker comp

Top 3 client plans by premium

Plans where David Simas is the primary broker on the latest filing

SponsorStatePremiumCovered
Lenoir-Rhyne UniversityNC$3.1M519
Montreat CollegeNC$2.3M314
Biotage, LLCNC$2.0M210

Top client states

  • NC3 plans

Frequently asked questions

Who uses David Simas?
3 employer sponsors list David Simas as a broker on Schedule A of Form 5500. The largest clients include Lenoir-Rhyne University, Montreat College and Biotage, LLC. Most client plans are sponsored in NC.
How many employer plans does David Simas serve?
David Simas appears on 3 Schedule A filings for 3 employer health and benefits plan sponsors.
How much does David Simas earn?
Insurers reported $161K in total compensation paid to David Simas: $161K in commissions and $0 in fees. Schedule A reports what insurers pay brokers, not fees that employers pay directly.

Analytics

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  • Carrier mix
  • Top carrier partners
  • Top states
  • Top industries by premium
  • Sponsor-size mix

Book of business

1-3 of 3 sponsors where David Simas is the primary broker (latest filing per plan).

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  • Every client plan on this book
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