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Benefits Intelligence/Broker Directory/Oregon

M Holding Securities Inc

Portland, OR

M Holding Securities Inc of Portland, OR is the broker of record on 88 Form 5500 Schedule A filings covering 31 employer benefit plans across 18 states, with $549,648 in reported broker commissions (plan year 2023).

Employer clients
31
distinct plan sponsors
Schedule A filings
88
States served
18
Reported commissions
$549,648
plan year 2023
Reported fees
$38,477

Employer clients

Plan sponsors naming M Holding Securities 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
Alston & Bird LLPGA1,6632017-12-31
Simpson Thacher And Bartlett LLPNY1,4752011-12-31
American Seafoods Group, LLC.WA8952022-12-31
28 more employer clients are on this firm's record, with the month each plan comes up again. See the full client list

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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.