Fundz
Fundz
Benefits Intelligence/Broker Directory/Oregon

Leonard Adams Insurance Inc

Portland, OR

Leonard Adams Insurance Inc of Portland, OR is the broker of record on 15 Form 5500 Schedule A filings covering 10 employer benefit plans across 2 states, with $221,966 in reported broker commissions (plan year 2025).

Employer clients
10
distinct plan sponsors
Schedule A filings
15
States served
2
Reported commissions
$221,966
plan year 2025
Reported fees
$360,749

Employer clients

Plan sponsors naming Leonard Adams Insurance Inc 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
Principal Life Insurance CompanyIA161,0402024-12-31
Walsh Trucking Company LtdOR5202024-12-31
Walsh Trucking Co. LtdOR3902024-12-31
7 more employer clients are on this firm's record, with each plan's renewal date. 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 date — from Form 5500 Schedule A, joined to funding rounds, executive hires and layoff notices.

Get Strategic →Start now

Other benefits brokers in Oregon

All brokers in Oregon

Form 5500 Schedule A Part 1 (broker of record), 2024–2025 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.