Bell Anderson Agency
Lynnwood, WA
Bell Anderson Agency of Lynnwood, WA is the broker of record on 32 Form 5500 Schedule A filings covering 25 employer benefit plans across 6 states, with $502,135 in reported broker commissions (plan year 2025).
Quick answer
Bell Anderson Agency (Lynnwood, WA) is the broker of record for 25 employer benefit plan sponsors on 32 Form 5500 Schedule A filings, plan year 2025.
- How many employer clients does Bell Anderson Agency have?
- Bell Anderson Agency is named as broker on Form 5500 Schedule A filings for 25 distinct plan sponsors in 6 states.
- Who are Bell Anderson Agency's largest employer clients?
- By plan participants, the largest include Futureplan Fiduciary Services, LLC (196,164 participants), Principal Life Insurance Company (161,040 participants) and Health Alliance For Technology Health Tr (3,813 participants).
- How much does Bell Anderson Agency earn in commissions?
- Insurers reported $502,135 in broker commissions and $13,145 in fees paid to Bell Anderson Agency for plan year 2025, per Schedule A Part 1.
- Where is Bell Anderson Agency located?
- Bell Anderson Agency is based in Lynnwood, WA and has employer clients in 6 states.
- How does Bell Anderson Agency rank among benefits brokers in Washington?
- Bell Anderson Agency ranks #16 by employer clients among the 50 most active benefits brokers based in Washington.
Source: Fundz verified event record.
Employer clients
Plan sponsors naming Bell Anderson Agency 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 |
|---|---|---|---|
| Futureplan Fiduciary Services, LLC | MA | 196,164 | 2025-12-31 |
| Principal Life Insurance Company | IA | 161,040 | 2024-12-31 |
| Health Alliance For Technology Health Tr | WA | 3,813 | 2024-12-31 |
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Other benefits brokers in Washington
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- Benefits By Design, Inc.: 79 employer clients, $312,924 reported commissions (Ridgefield)
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.