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Benefits Intelligence/Broker Directory/Oregon

Michele J Bottinelli Ii

Portland, OR

Michele J Bottinelli Ii of Portland, OR is the broker of record on 3 Form 5500 Schedule A filings covering 1 employer benefit plans, with $162,318 in reported broker commissions (plan year 2024).

Employer clients
1
distinct plan sponsors
Schedule A filings
3
States served
1
Reported commissions
$162,318
plan year 2024

Quick answer

Michele J Bottinelli Ii (Portland, OR) is the broker of record for 1 employer benefit plan sponsor on 3 Form 5500 Schedule A filings, plan year 2024.

How many employer clients does Michele J Bottinelli Ii have?
Michele J Bottinelli Ii is named as broker on Form 5500 Schedule A filings for 1 distinct plan sponsor.
Who are Michele J Bottinelli Ii's largest employer clients?
By plan participants, the largest include Sunwest Electric, Inc. (219 participants).
How much does Michele J Bottinelli Ii earn in commissions?
Insurers reported $162,318 in broker commissions paid to Michele J Bottinelli Ii for plan year 2024, per Schedule A Part 1.
Where is Michele J Bottinelli Ii located?
Michele J Bottinelli Ii is based in Portland, OR.

Source: Fundz verified event record.

Employer clients

Plan sponsors naming Michele J Bottinelli Ii 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
Sunwest Electric, Inc.CA2192016-01-31

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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)

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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.