M Holdings Securities Inc
Portland, OR
M Holdings Securities Inc of Portland, OR is the broker of record on 43 Form 5500 Schedule A filings covering 28 employer benefit plans across 18 states, with $463,309 in reported broker commissions (plan year 2025).
Quick answer
M Holdings Securities Inc (Portland, OR) is the broker of record for 28 employer benefit plan sponsors on 43 Form 5500 Schedule A filings, plan year 2025.
- How many employer clients does M Holdings Securities Inc have?
- M Holdings Securities Inc is named as broker on Form 5500 Schedule A filings for 28 distinct plan sponsors in 18 states.
- Who are M Holdings Securities 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 Bd Of Trustees, Ups Local 177, Ibt Multi Employer Retirement Plan (4,476 participants).
- How much does M Holdings Securities Inc earn in commissions?
- Insurers reported $463,309 in broker commissions and $385,909 in fees paid to M Holdings Securities Inc for plan year 2025, per Schedule A Part 1.
- Where is M Holdings Securities Inc located?
- M Holdings Securities Inc is based in Portland, OR and has employer clients in 18 states.
- How does M Holdings Securities Inc rank among benefits brokers in Oregon?
- M Holdings Securities Inc ranks #9 by employer clients among the 50 most active benefits brokers based in Oregon.
Source: Fundz verified event record.
Employer clients
Plan sponsors naming M Holdings Securities 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 |
| Bd Of Trustees, Ups Local 177, Ibt Multi Employer Retirement Plan | GA | 4,476 | 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)
- 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.