How many employer clients does Andrew N Luccock have?

Andrew N Luccock is named as broker on Form 5500 Schedule A filings for 3 distinct plan sponsors in 2 states.

Who are Andrew N Luccock's largest employer clients?

By plan participants, the largest include The Management Group Dba Tmg (176 participants), Treske Precision Machining, Inc. (149 participants) and Ohsu Foundation (127 participants).

How much does Andrew N Luccock earn in commissions?

Insurers reported $12,877 in broker commissions and $66 in fees paid to Andrew N Luccock for plan year 2025, per Schedule A Part 1.

Where is Andrew N Luccock located?

Andrew N Luccock is based in Newberg, OR and has employer clients in 2 states.

Benefits Intelligence/Broker Directory/Oregon

Andrew N Luccock

Newberg, OR

Andrew N Luccock of Newberg, OR is the broker of record on 4 Form 5500 Schedule A filings covering 3 employer benefit plans across 2 states, with $12,877 in reported broker commissions (plan year 2025).

Employer clients

distinct plan sponsors

Schedule A filings

States served

Reported commissions

$12,877

plan year 2025

Reported fees

$66

Quick answer

Andrew N Luccock (Newberg, OR) is the broker of record for 3 employer benefit plan sponsors on 4 Form 5500 Schedule A filings, plan year 2025.

How many employer clients does Andrew N Luccock have?: Andrew N Luccock is named as broker on Form 5500 Schedule A filings for 3 distinct plan sponsors in 2 states.
Who are Andrew N Luccock's largest employer clients?: By plan participants, the largest include The Management Group Dba Tmg (176 participants), Treske Precision Machining, Inc. (149 participants) and Ohsu Foundation (127 participants).
How much does Andrew N Luccock earn in commissions?: Insurers reported $12,877 in broker commissions and $66 in fees paid to Andrew N Luccock for plan year 2025, per Schedule A Part 1.
Where is Andrew N Luccock located?: Andrew N Luccock is based in Newberg, OR and has employer clients in 2 states.

Source: Fundz verified event record.

Employer clients

Plan sponsors naming Andrew N Luccock on a Form 5500 Schedule A, largest first. Sponsor name, state, participant count and plan year end come directly from the filing.

Employer	State	Participants	Plan year end
The Management Group Dba Tmg	WA	176	2025-12-31
Treske Precision Machining, Inc.	OR	149	2025-03-31
Ohsu Foundation	OR	127	2025-12-31

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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.