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Benefits Intelligence/Broker Directory/Washington

Gail Berg

Moses Lake, WA

Gail Berg of Moses Lake, WA is the broker of record on 12 Form 5500 Schedule A filings covering 3 employer benefit plans across 3 states, with $27,038 in reported broker commissions (plan year 2017).

Employer clients
3
distinct plan sponsors
Schedule A filings
12
States served
3
Reported commissions
$27,038
plan year 2017
Reported fees
$1,396

Employer clients

Plan sponsors naming Gail Berg 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
Umpqua BankOR4,7682016-12-31
Simon Property Group Administrative Service Partnership, L.P.IN3,0172017-12-31
Whidbey Telephone Company Dba Whidbey TelecomWA1012016-12-31

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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Other benefits brokers in Washington

All brokers in Washington

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.