M Financial Holdings Inc
Portland, OR
M Financial Holdings Inc of Portland, OR is the broker of record on 129 Form 5500 Schedule A filings covering 76 employer benefit plans across 25 states, with $26,132 in reported broker commissions (plan year 2025).
Quick answer
M Financial Holdings Inc (Portland, OR) is the broker of record for 76 employer benefit plan sponsors on 129 Form 5500 Schedule A filings, plan year 2025.
- How many employer clients does M Financial Holdings Inc have?
- M Financial Holdings Inc is named as broker on Form 5500 Schedule A filings for 76 distinct plan sponsors in 25 states.
- Who are M Financial Holdings Inc's largest employer clients?
- By plan participants, the largest include Jpmorgan Chase Bank, National Association (182,176 participants), Brown & Brown, Inc. (17,433 participants) and Marriott Vacations Worldwide Corp. (16,086 participants).
- How much does M Financial Holdings Inc earn in commissions?
- Insurers reported $26,132 in broker commissions and $772,136 in fees paid to M Financial Holdings Inc for plan year 2025, per Schedule A Part 1.
- Where is M Financial Holdings Inc located?
- M Financial Holdings Inc is based in Portland, OR and has employer clients in 25 states.
- How does M Financial Holdings Inc rank among benefits brokers in Oregon?
- M Financial Holdings Inc ranks #3 by employer clients among the 50 most active benefits brokers based in Oregon.
Source: Fundz verified event record.
Employer clients
Plan sponsors naming M Financial Holdings 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 |
|---|---|---|---|
| Jpmorgan Chase Bank, National Association | NJ | 182,176 | 2025-12-31 |
| Brown & Brown, Inc. | FL | 17,433 | 2025-12-31 |
| Marriott Vacations Worldwide Corp. | FL | 16,086 | 2025-12-31 |
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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)
- 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)
- M Holdings Securities Inc: 28 employer clients, $463,308 reported commissions (Portland)
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.