Leonard Adams Insurance Inc
Portland, OR
Leonard Adams Insurance Inc of Portland, OR is the broker of record on 17 Form 5500 Schedule A filings covering 11 employer benefit plans across 3 states, with $222,119 in reported broker commissions (plan year 2025).
Quick answer
Leonard Adams Insurance Inc (Portland, OR) is the broker of record for 11 employer benefit plan sponsors on 17 Form 5500 Schedule A filings, plan year 2025.
- How many employer clients does Leonard Adams Insurance Inc have?
- Leonard Adams Insurance Inc is named as broker on Form 5500 Schedule A filings for 11 distinct plan sponsors in 3 states.
- Who are Leonard Adams Insurance Inc's largest employer clients?
- By plan participants, the largest include Futureplan Fiduciary Services, LLC (196,164 participants), Principal Life Insurance Company (161,040 participants) and Benchmade Knife Company, Inc (372 participants).
- How much does Leonard Adams Insurance Inc earn in commissions?
- Insurers reported $222,119 in broker commissions and $360,749 in fees paid to Leonard Adams Insurance Inc for plan year 2025, per Schedule A Part 1.
- Where is Leonard Adams Insurance Inc located?
- Leonard Adams Insurance Inc is based in Portland, OR and has employer clients in 3 states.
- How does Leonard Adams Insurance Inc rank among benefits brokers in Oregon?
- Leonard Adams Insurance Inc ranks #31 by employer clients among the 50 most active benefits brokers based in Oregon.
Source: Fundz verified event record.
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.
| Employer | State | Participants | Plan year end |
|---|---|---|---|
| Futureplan Fiduciary Services, LLC | MA | 196,164 | 2025-12-31 |
| Principal Life Insurance Company | IA | 161,040 | 2024-12-31 |
| Benchmade Knife Company, Inc | OR | 372 | 2024-12-31 |
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 walkthroughKnow 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.
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)
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.