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Benefits Intelligence/Broker Directory/Oregon

John J. Davidson

Tigard, OR

John J. Davidson of Tigard, OR is the broker of record on 3 Form 5500 Schedule A filings covering 3 employer benefit plans across 2 states, with $212,001 in reported broker commissions (plan year 2024).

Employer clients
3
distinct plan sponsors
Schedule A filings
3
States served
2
Reported commissions
$212,001
plan year 2024
Reported fees
$7,212

Quick answer

John J. Davidson (Tigard, OR) is the broker of record for 3 employer benefit plan sponsors on 3 Form 5500 Schedule A filings, plan year 2024.

How many employer clients does John J. Davidson have?
John J. Davidson is named as broker on Form 5500 Schedule A filings for 3 distinct plan sponsors in 2 states.
Who are John J. Davidson's largest employer clients?
By plan participants, the largest include On Inc (680 participants), Zbeta Consulting Inc. (124 participants) and Dodge Logging, Inc. (102 participants).
How much does John J. Davidson earn in commissions?
Insurers reported $212,001 in broker commissions and $7,212 in fees paid to John J. Davidson for plan year 2024, per Schedule A Part 1.
Where is John J. Davidson located?
John J. Davidson is based in Tigard, OR and has employer clients in 2 states.

Source: Fundz verified event record.

Employer clients

Plan sponsors naming John J. Davidson 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
On IncOR6802024-12-31
Zbeta Consulting Inc.WA1242024-12-31
Dodge Logging, Inc.OR1022024-12-31

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Other benefits brokers in Oregon

  • Unknown: 738 employer clients, $24,704,361 reported commissions (Bend)
  • The Partners Group: 167 employer clients, $35,084,871 reported commissions (Portland)
  • M Financial Holdings Inc: 76 employer clients, $26,132 reported commissions (Portland)
  • Brown & Brown Of Oregon LLC: 64 employer clients, $2,611,785 reported commissions (Portland)
  • Davidson Benefits Planning: 52 employer clients, $2,861,324 reported commissions (Tigard)
  • Heartsease LLC: 54 employer clients, $299,990 reported commissions (Hillsboro)
  • Isaacson Insurance Agency LLC: 46 employer clients, $93,884 reported commissions (West Linn)
  • Kpd Insurance, LLC: 32 employer clients, $720,677 reported commissions (Springfield)

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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.