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Benefits Intelligence/Broker Directory/Idaho

Jan Pollard

Couer D Alene, ID

Jan Pollard of Couer D Alene, ID is the broker of record on 23 Form 5500 Schedule A filings covering 11 employer benefit plans across 6 states, with $3,419 in reported broker commissions (plan year 2016).

Employer clients
11
distinct plan sponsors
Schedule A filings
23
States served
6
Reported commissions
$3,419
plan year 2016
Reported fees
$171

Employer clients

Plan sponsors naming Jan Pollard 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
H&E Equipment Services,IncLA1,3662011-04-30
Hampton Resources, Inc.OR1,0342009-12-31
8 more employer clients are on this firm's record, with the month each plan comes up again. See the full client list

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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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.