M Holdings Securities Inc
Portland, OR
M Holdings Securities Inc of Portland, OR is the broker of record on 24 Form 5500 Schedule A filings covering 21 employer benefit plans across 13 states, with $265,117 in reported broker commissions (plan year 2025).
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 |
|---|---|---|---|
| Principal Life Insurance Company | IA | 161,040 | 2024-12-31 |
| Perkins Coie LLP | WA | 2,387 | 2024-12-31 |
| Cjok, Inc. Dba Rairdon'S Dodge Chrysler Jeep Of Kirkland | WA | 562 | 2024-12-31 |
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 date — from Form 5500 Schedule A, joined to funding rounds, executive hires and layoff notices.
Other benefits brokers in Oregon
Form 5500 Schedule A Part 1 (broker of record), 2024–2025 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.