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Benefits Intelligence/Broker Directory/Washington

Albers & Company, Inc.

Tacoma, WA

Albers & Company, Inc. of Tacoma, WA is the broker of record on 150 Form 5500 Schedule A filings covering 30 employer benefit plans, with $2,885,944 in reported broker commissions (plan year 2020).

Employer clients
30
distinct plan sponsors
Schedule A filings
150
States served
1
Reported commissions
$2,885,944
plan year 2020
Reported fees
$49,960

Employer clients

Plan sponsors naming Albers & Company, Inc. 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
Pacific Lutheran UniversityWA9622016-05-31
Bargreen Ellingson, Inc.WA4662017-12-31
Whatcom Educational Credit UnionWA4092019-12-31
27 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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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.