Fundz
Fundz
Benefits Intelligence/Broker Directory/Oregon

Margaret Bryant

Lake Oswego, OR

Margaret Bryant of Lake Oswego, OR is the broker of record on 36 Form 5500 Schedule A filings covering 26 employer benefit plans across 3 states, with $222,973 in reported broker commissions (plan year 2025).

Employer clients
26
distinct plan sponsors
Schedule A filings
36
States served
3
Reported commissions
$222,973
plan year 2025
Reported fees
$13,359

Quick answer

Margaret Bryant (Lake Oswego, OR) is the broker of record for 26 employer benefit plan sponsors on 36 Form 5500 Schedule A filings, plan year 2025.

How many employer clients does Margaret Bryant have?
Margaret Bryant is named as broker on Form 5500 Schedule A filings for 26 distinct plan sponsors in 3 states.
Who are Margaret Bryant's largest employer clients?
By plan participants, the largest include The Pape Group, Inc. (4,118 participants), Mallory Safety And Supply LLC (569 participants) and Adapt, Inc. (559 participants).
How much does Margaret Bryant earn in commissions?
Insurers reported $222,973 in broker commissions and $13,359 in fees paid to Margaret Bryant for plan year 2025, per Schedule A Part 1.
Where is Margaret Bryant located?
Margaret Bryant is based in Lake Oswego, OR and has employer clients in 3 states.
How does Margaret Bryant rank among benefits brokers in Oregon?
Margaret Bryant ranks #11 by employer clients among the 50 most active benefits brokers based in Oregon.

Source: Fundz verified event record.

Employer clients

Plan sponsors naming Margaret Bryant 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
The Pape Group, Inc.OR4,1182025-12-31
Mallory Safety And Supply LLCWA5692025-12-31
Adapt, Inc.OR5592025-12-31
23 more employer clients are on this firm's record, with the month each plan comes up again. See the full client list

Sell through benefits brokers? Let us show you around.

Reach the brokers who place employer plans in their state, and the employers growing there. In 20 minutes we will walk you through the broker directory and the employer signals behind it, using your market.

Book a 20-minute walkthrough

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.

Get Strategic →Start nowBook a 15-min walkthrough

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)

All brokers in Oregon →

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.