Jd Fulwiler And Company
Portland, OR
Jd Fulwiler And Company of Portland, OR is the broker of record on 17 Form 5500 Schedule A filings covering 12 employer benefit plans across 2 states, with $627,521 in reported broker commissions (plan year 2025).
Quick answer
Jd Fulwiler And Company (Portland, OR) is the broker of record for 12 employer benefit plan sponsors on 17 Form 5500 Schedule A filings, plan year 2025.
- How many employer clients does Jd Fulwiler And Company have?
- Jd Fulwiler And Company is named as broker on Form 5500 Schedule A filings for 12 distinct plan sponsors in 2 states.
- Who are Jd Fulwiler And Company's largest employer clients?
- By plan participants, the largest include Caring For Others, LLC (631 participants), Adapt, Inc. (559 participants) and Options For Southern Oregon, Inc. (492 participants).
- How much does Jd Fulwiler And Company earn in commissions?
- Insurers reported $627,521 in broker commissions and $102,417 in fees paid to Jd Fulwiler And Company for plan year 2025, per Schedule A Part 1.
- Where is Jd Fulwiler And Company located?
- Jd Fulwiler And Company is based in Portland, OR and has employer clients in 2 states.
- How does Jd Fulwiler And Company rank among benefits brokers in Oregon?
- Jd Fulwiler And Company ranks #27 by employer clients among the 50 most active benefits brokers based in Oregon.
Source: Fundz verified event record.
Employer clients
Plan sponsors naming Jd Fulwiler And Company 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 |
|---|---|---|---|
| Caring For Others, LLC | OR | 631 | 2025-12-31 |
| Adapt, Inc. | OR | 559 | 2025-12-31 |
| Options For Southern Oregon, Inc. | OR | 492 | 2025-06-30 |
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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.