Intermediary Services LLC
Lake Oswego, OR
Intermediary Services LLC of Lake Oswego, OR is the broker of record on 16 Form 5500 Schedule A filings covering 7 employer benefit plans across 3 states, with $394,229 in reported broker commissions (plan year 2025).
Quick answer
Intermediary Services LLC (Lake Oswego, OR) is the broker of record for 7 employer benefit plan sponsors on 16 Form 5500 Schedule A filings, plan year 2025.
- How many employer clients does Intermediary Services LLC have?
- Intermediary Services LLC is named as broker on Form 5500 Schedule A filings for 7 distinct plan sponsors in 3 states.
- Who are Intermediary Services LLC's largest employer clients?
- By plan participants, the largest include Fuerst Group Inc, Keen Inc, Chrome Industries, And Project Pm, LLC (461 participants), North Bend Medical Center (298 participants) and Rogue Waste Systems, LLC (243 participants).
- How much does Intermediary Services LLC earn in commissions?
- Insurers reported $394,229 in broker commissions and $8,176 in fees paid to Intermediary Services LLC for plan year 2025, per Schedule A Part 1.
- Where is Intermediary Services LLC located?
- Intermediary Services LLC is based in Lake Oswego, OR and has employer clients in 3 states.
- How does Intermediary Services LLC rank among benefits brokers in Oregon?
- Intermediary Services LLC ranks #44 by employer clients among the 50 most active benefits brokers based in Oregon.
Source: Fundz verified event record.
Employer clients
Plan sponsors naming Intermediary Services 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 |
|---|---|---|---|
| Fuerst Group Inc, Keen Inc, Chrome Industries, And Project Pm, LLC | CA | 461 | 2025-12-31 |
| North Bend Medical Center | OR | 298 | 2025-12-31 |
| Rogue Waste Systems, LLC | OR | 243 | 2025-11-30 |
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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.