Davidson Benefits Planning
Tigard, OR
Davidson Benefits Planning of Tigard, OR is the broker of record on 80 Form 5500 Schedule A filings covering 52 employer benefit plans across 5 states, with $2,863,058 in reported broker commissions (plan year 2025).
Quick answer
Davidson Benefits Planning (Tigard, OR) is the broker of record for 52 employer benefit plan sponsors on 80 Form 5500 Schedule A filings, plan year 2025.
- How many employer clients does Davidson Benefits Planning have?
- Davidson Benefits Planning is named as broker on Form 5500 Schedule A filings for 52 distinct plan sponsors in 5 states.
- Who are Davidson Benefits Planning's largest employer clients?
- By plan participants, the largest include Corvel Corporation (4,886 participants), Reser'S Fine Foods, Inc. (4,794 participants) and Avamere Health Services, LLC (3,687 participants).
- How much does Davidson Benefits Planning earn in commissions?
- Insurers reported $2.9 million in broker commissions and $542,524 in fees paid to Davidson Benefits Planning for plan year 2025, per Schedule A Part 1.
- Where is Davidson Benefits Planning located?
- Davidson Benefits Planning is based in Tigard, OR and has employer clients in 5 states.
- How does Davidson Benefits Planning rank among benefits brokers in Oregon?
- Davidson Benefits Planning ranks #6 by employer clients among the 50 most active benefits brokers based in Oregon.
Source: Fundz verified event record.
Employer clients
Plan sponsors naming Davidson Benefits Planning 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 |
|---|---|---|---|
| Corvel Corporation | OR | 4,886 | 2025-12-31 |
| Reser'S Fine Foods, Inc. | OR | 4,794 | 2025-12-31 |
| Avamere Health Services, LLC | OR | 3,687 | 2024-12-31 |
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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.