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Benefits Intelligence/Broker Directory/Oregon

Lori Ann Wilson

Las Vegas, OR

Lori Ann Wilson of Las Vegas, OR is the broker of record on 38 Form 5500 Schedule A filings covering 19 employer benefit plans across 12 states, with $11,992 in reported broker commissions (plan year 2015).

Employer clients
19
distinct plan sponsors
Schedule A filings
38
States served
12
Reported commissions
$11,992
plan year 2015
Reported fees
$8,712

Employer clients

Plan sponsors naming Lori Ann Wilson 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
Mv Transportation, Inc.CA4,6382010-12-31
Rtg Furniture Corp. And AffiliatesFL4,1782013-12-31
Emsi Holding CompanyTX3,1572014-06-30
16 more employer clients are on this firm's record, with the month each plan comes up again. 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 month, read from the most recent Form 5500 Schedule A and joined to funding rounds, executive hires and layoff notices.

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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.