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Benefits Intelligence/Broker Directory/Oregon

Beecher Carlson Insurance Agency

Portland, OR

Beecher Carlson Insurance Agency of Portland, OR is the broker of record on 261 Form 5500 Schedule A filings covering 71 employer benefit plans across 9 states, with $5,361,904 in reported broker commissions (plan year 2022).

Employer clients
71
distinct plan sponsors
Schedule A filings
261
States served
9
Reported commissions
$5,361,904
plan year 2022
Reported fees
$144,911

Employer clients

Plan sponsors naming Beecher Carlson Insurance Agency 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
Medical Management International, Inc.OR9,2012013-12-31
Hunter Douglas, Inc.NY4,0102012-12-31
Citrus Valley Health PartnersCA2,5562014-12-31
68 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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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.