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Benefits Intelligence/Broker Directory/Oregon

Davidson Benefits Planning An Alera

Tigard, OR

Davidson Benefits Planning An Alera of Tigard, OR is the broker of record on 2 Form 5500 Schedule A filings covering 2 employer benefit plans across 2 states, with $159,917 in reported broker commissions (plan year 2024).

Employer clients
2
distinct plan sponsors
Schedule A filings
2
States served
2
Reported commissions
$159,917
plan year 2024
Reported fees
$63,202

Employer clients

Plan sponsors naming Davidson Benefits Planning An Alera 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
Cascadia Healthcare, LLCID2,6942025-04-30
Springbrook Holding Company, LLCOR2252024-12-31

Know who holds the account, and when it renews.

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.