Fundz
Fundz
Benefits Intelligence/Broker Directory/Washington

Joel N Newman Agency LLC

Seattle, WA

Joel N Newman Agency LLC of Seattle, WA is the broker of record on 12 Form 5500 Schedule A filings covering 10 employer benefit plans across 2 states, with $3,477 in reported broker commissions (plan year 2025).

Employer clients
10
distinct plan sponsors
Schedule A filings
12
States served
2
Reported commissions
$3,477
plan year 2025
Reported fees
$35

Quick answer

Joel N Newman Agency LLC (Seattle, WA) is the broker of record for 10 employer benefit plan sponsors on 12 Form 5500 Schedule A filings, plan year 2025.

How many employer clients does Joel N Newman Agency LLC have?
Joel N Newman Agency LLC is named as broker on Form 5500 Schedule A filings for 10 distinct plan sponsors in 2 states.
Who are Joel N Newman Agency LLC's largest employer clients?
By plan participants, the largest include Trident Seafoods, LLC (3,089 participants), Hollander Hospitality, Inc (405 participants) and Hopelink (377 participants).
How much does Joel N Newman Agency LLC earn in commissions?
Insurers reported $3,477 in broker commissions and $35 in fees paid to Joel N Newman Agency LLC for plan year 2025, per Schedule A Part 1.
Where is Joel N Newman Agency LLC located?
Joel N Newman Agency LLC is based in Seattle, WA and has employer clients in 2 states.

Source: Fundz verified event record.

Employer clients

Plan sponsors naming Joel N Newman Agency 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
Trident Seafoods, LLCWA3,0892024-12-31
Hollander Hospitality, IncWA4052025-12-31
HopelinkWA3772025-12-31
7 more employer clients are on this firm's record, with the month each plan comes up again. See the full client list

Sell through benefits brokers? Let us show you around.

Reach the brokers who place employer plans in their state, and the employers growing there. In 20 minutes we will walk you through the broker directory and the employer signals behind it, using your market.

Book a 20-minute walkthrough

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.

Get Strategic →Start nowBook a 15-min walkthrough

Other benefits brokers in Washington

All brokers in Washington →

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.