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Benefits Intelligence/Broker Directory/Oregon

Aldrich Benefits Lp

Salem, OR

Aldrich Benefits Lp of Salem, OR is the broker of record on 17 Form 5500 Schedule A filings covering 14 employer benefit plans across 3 states, with $139,455 in reported broker commissions (plan year 2025).

Employer clients
14
distinct plan sponsors
Schedule A filings
17
States served
3
Reported commissions
$139,455
plan year 2025
Reported fees
$34,064

Quick answer

Aldrich Benefits Lp (Salem, OR) is the broker of record for 14 employer benefit plan sponsors on 17 Form 5500 Schedule A filings, plan year 2025.

How many employer clients does Aldrich Benefits Lp have?
Aldrich Benefits Lp is named as broker on Form 5500 Schedule A filings for 14 distinct plan sponsors in 3 states.
Who are Aldrich Benefits Lp's largest employer clients?
By plan participants, the largest include United Employers Association (1,170 participants), San Joaquin Valley College Inc (996 participants) and Ofd Foods, LLC (468 participants).
How much does Aldrich Benefits Lp earn in commissions?
Insurers reported $139,455 in broker commissions and $34,064 in fees paid to Aldrich Benefits Lp for plan year 2025, per Schedule A Part 1.
Where is Aldrich Benefits Lp located?
Aldrich Benefits Lp is based in Salem, OR and has employer clients in 3 states.
How does Aldrich Benefits Lp rank among benefits brokers in Oregon?
Aldrich Benefits Lp ranks #24 by employer clients among the 50 most active benefits brokers based in Oregon.

Source: Fundz verified event record.

Employer clients

Plan sponsors naming Aldrich Benefits Lp 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
United Employers AssociationOR1,1702025-12-31
San Joaquin Valley College IncCA9962024-12-31
Ofd Foods, LLCOR4682024-12-31
11 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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Other benefits brokers in Oregon

  • Unknown: 738 employer clients, $24,704,361 reported commissions (Bend)
  • The Partners Group: 167 employer clients, $35,084,871 reported commissions (Portland)
  • M Financial Holdings Inc: 76 employer clients, $26,132 reported commissions (Portland)
  • Brown & Brown Of Oregon LLC: 64 employer clients, $2,611,785 reported commissions (Portland)
  • Davidson Benefits Planning: 52 employer clients, $2,861,324 reported commissions (Tigard)
  • Heartsease LLC: 54 employer clients, $299,990 reported commissions (Hillsboro)
  • Isaacson Insurance Agency LLC: 46 employer clients, $93,884 reported commissions (West Linn)
  • Kpd Insurance, LLC: 32 employer clients, $720,677 reported commissions (Springfield)

All brokers in Oregon →

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.