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Benefits Intelligence/Broker Directory/Oregon

Heartsease LLC

Hillsboro, OR

Heartsease LLC of Hillsboro, OR is the broker of record on 75 Form 5500 Schedule A filings covering 54 employer benefit plans across 8 states, with $299,990 in reported broker commissions (plan year 2025).

Employer clients
54
distinct plan sponsors
Schedule A filings
75
States served
8
Reported commissions
$299,990
plan year 2025
Reported fees
$143,842

Quick answer

Heartsease LLC (Hillsboro, OR) is the broker of record for 54 employer benefit plan sponsors on 75 Form 5500 Schedule A filings, plan year 2025.

How many employer clients does Heartsease LLC have?
Heartsease LLC is named as broker on Form 5500 Schedule A filings for 54 distinct plan sponsors in 8 states.
Who are Heartsease LLC's largest employer clients?
By plan participants, the largest include Mv Transportation, Inc. (5,541 participants), Consumer Cellular, Inc. (2,977 participants) and Frontier Management, LLC (1,795 participants).
How much does Heartsease LLC earn in commissions?
Insurers reported $299,990 in broker commissions and $143,842 in fees paid to Heartsease LLC for plan year 2025, per Schedule A Part 1.
Where is Heartsease LLC located?
Heartsease LLC is based in Hillsboro, OR and has employer clients in 8 states.
How does Heartsease LLC rank among benefits brokers in Oregon?
Heartsease LLC ranks #5 by employer clients among the 50 most active benefits brokers based in Oregon.

Source: Fundz verified event record.

Employer clients

Plan sponsors naming Heartsease LLC 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
Mv Transportation, Inc.TX5,5412025-12-31
Consumer Cellular, Inc.OR2,9772025-10-31
Frontier Management, LLCOR1,7952025-12-31
51 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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Other benefits brokers in Oregon

  • Unknown: 738 employer clients, $24,704,361 reported commissions (Bend)
  • The Partners Group: 167 employer clients, $35,084,871 reported commissions (Portland)
  • M Financial Holdings Inc: 76 employer clients, $26,132 reported commissions (Portland)
  • Brown & Brown Of Oregon LLC: 64 employer clients, $2,611,785 reported commissions (Portland)
  • Davidson Benefits Planning: 52 employer clients, $2,861,324 reported commissions (Tigard)
  • Isaacson Insurance Agency LLC: 46 employer clients, $93,884 reported commissions (West Linn)
  • Kpd Insurance, LLC: 32 employer clients, $720,677 reported commissions (Springfield)
  • M Holdings Securities Inc: 28 employer clients, $463,308 reported commissions (Portland)

All brokers in Oregon →

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.