How many employer clients does Heartease LLC have?

Heartease LLC is named as broker on Form 5500 Schedule A filings for 8 distinct plan sponsors in 3 states.

Who are Heartease LLC's largest employer clients?

By plan participants, the largest include Mallory Safety And Supply LLC (569 participants), Radiant Senior Living, Inc (469 participants) and Cascade Utilities, Inc. (334 participants).

How much does Heartease LLC earn in commissions?

Insurers reported $23,661 in broker commissions and $7,625 in fees paid to Heartease LLC for plan year 2025, per Schedule A Part 1.

Where is Heartease LLC located?

Heartease LLC is based in Hillsboro, OR and has employer clients in 3 states.

Benefits Intelligence/Broker Directory/Oregon

Heartease LLC

Hillsboro, OR

Heartease LLC of Hillsboro, OR is the broker of record on 9 Form 5500 Schedule A filings covering 8 employer benefit plans across 3 states, with $23,661 in reported broker commissions (plan year 2025).

Employer clients

distinct plan sponsors

Schedule A filings

States served

Reported commissions

$23,661

plan year 2025

Reported fees

$7,625

Quick answer

Heartease LLC (Hillsboro, OR) is the broker of record for 8 employer benefit plan sponsors on 9 Form 5500 Schedule A filings, plan year 2025.

How many employer clients does Heartease LLC have?: Heartease LLC is named as broker on Form 5500 Schedule A filings for 8 distinct plan sponsors in 3 states.
Who are Heartease LLC's largest employer clients?: By plan participants, the largest include Mallory Safety And Supply LLC (569 participants), Radiant Senior Living, Inc (469 participants) and Cascade Utilities, Inc. (334 participants).
How much does Heartease LLC earn in commissions?: Insurers reported $23,661 in broker commissions and $7,625 in fees paid to Heartease LLC for plan year 2025, per Schedule A Part 1.
Where is Heartease LLC located?: Heartease LLC is based in Hillsboro, OR and has employer clients in 3 states.

Source: Fundz verified event record.

Employer clients

Plan sponsors naming Heartease LLC 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
Mallory Safety And Supply LLC	WA	569	2025-12-31
Radiant Senior Living, Inc	OR	469	2024-12-31
Cascade Utilities, Inc.	OR	334	2025-05-31

5 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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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.