James S. Sarantis
Portland, OR
James S. Sarantis of Portland, OR is the broker of record on 16 Form 5500 Schedule A filings covering 12 employer benefit plans across 2 states, with $2,690 in reported broker commissions (plan year 2025).
Quick answer
James S. Sarantis (Portland, OR) is the broker of record for 12 employer benefit plan sponsors on 16 Form 5500 Schedule A filings, plan year 2025.
- How many employer clients does James S. Sarantis have?
- James S. Sarantis is named as broker on Form 5500 Schedule A filings for 12 distinct plan sponsors in 2 states.
- Who are James S. Sarantis's largest employer clients?
- By plan participants, the largest include Cares Community Health (486 participants), Lanz Cabinet Shop Inc. (283 participants) and Western Health Advantage (251 participants).
- How much does James S. Sarantis earn in commissions?
- Insurers reported $2,690 in broker commissions and $164 in fees paid to James S. Sarantis for plan year 2025, per Schedule A Part 1.
- Where is James S. Sarantis located?
- James S. Sarantis is based in Portland, OR and has employer clients in 2 states.
- How does James S. Sarantis rank among benefits brokers in Oregon?
- James S. Sarantis ranks #28 by employer clients among the 50 most active benefits brokers based in Oregon.
Source: Fundz verified event record.
Employer clients
Plan sponsors naming James S. Sarantis 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 |
|---|---|---|---|
| Cares Community Health | CA | 486 | 2024-12-31 |
| Lanz Cabinet Shop Inc. | OR | 283 | 2025-12-31 |
| Western Health Advantage | CA | 251 | 2025-12-31 |
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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.