Northwest Retirement Plans, Inc.
Medford, OR
Northwest Retirement Plans, Inc. of Medford, OR is the broker of record on 13 Form 5500 Schedule A filings covering 7 employer benefit plans across 3 states, with $0 in reported broker commissions (plan year 2025).
Quick answer
Northwest Retirement Plans, Inc. (Medford, OR) is the broker of record for 7 employer benefit plan sponsors on 13 Form 5500 Schedule A filings, plan year 2025.
- How many employer clients does Northwest Retirement Plans, Inc. have?
- Northwest Retirement Plans, Inc. is named as broker on Form 5500 Schedule A filings for 7 distinct plan sponsors in 3 states.
- Who are Northwest Retirement Plans, Inc.'s largest employer clients?
- By plan participants, the largest include La Clinica Del Valle Family Health Care Center, Inc. (589 participants).
- Where is Northwest Retirement Plans, Inc. located?
- Northwest Retirement Plans, Inc. is based in Medford, OR and has employer clients in 3 states.
- How does Northwest Retirement Plans, Inc. rank among benefits brokers in Oregon?
- Northwest Retirement Plans, Inc. ranks #45 by employer clients among the 50 most active benefits brokers based in Oregon.
Source: Fundz verified event record.
Employer clients
Plan sponsors naming Northwest Retirement Plans, 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 |
|---|---|---|---|
| La Clinica Del Valle Family Health Care Center, Inc. | OR | 589 | 2025-12-31 |
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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.