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Fundz
Benefits Intelligence/Broker Directory/Oregon

Premier Retirement Services, Inc.

Canby, OR

Premier Retirement Services, Inc. of Canby, OR is the broker of record on 17 Form 5500 Schedule A filings covering 9 employer benefit plans across 2 states, with $52,942 in reported broker commissions (plan year 2025).

Employer clients
9
distinct plan sponsors
Schedule A filings
17
States served
2
Reported commissions
$52,942
plan year 2025
Reported fees
$72,760

Quick answer

Premier Retirement Services, Inc. (Canby, OR) is the broker of record for 9 employer benefit plan sponsors on 17 Form 5500 Schedule A filings, plan year 2025.

How many employer clients does Premier Retirement Services, Inc. have?
Premier Retirement Services, Inc. is named as broker on Form 5500 Schedule A filings for 9 distinct plan sponsors in 2 states.
Who are Premier Retirement Services, Inc.'s largest employer clients?
By plan participants, the largest include Mountain West Retirement Corporation (1,222 participants), Western Pacific Building Materials, Inc. (368 participants) and Structured Communication Systems, Inc. (171 participants).
How much does Premier Retirement Services, Inc. earn in commissions?
Insurers reported $52,942 in broker commissions and $72,760 in fees paid to Premier Retirement Services, Inc. for plan year 2025, per Schedule A Part 1.
Where is Premier Retirement Services, Inc. located?
Premier Retirement Services, Inc. is based in Canby, OR and has employer clients in 2 states.
How does Premier Retirement Services, Inc. rank among benefits brokers in Oregon?
Premier Retirement Services, Inc. ranks #38 by employer clients among the 50 most active benefits brokers based in Oregon.

Source: Fundz verified event record.

Employer clients

Plan sponsors naming Premier Retirement Services, Inc. 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
Mountain West Retirement CorporationOR1,2222025-12-31
Western Pacific Building Materials, Inc.WA3682025-12-31
Structured Communication Systems, Inc.OR1712025-12-31
6 more employer clients are on this firm's record, with the month each plan comes up again. See the full client list

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  • Isaacson Insurance Agency LLC: 46 employer clients, $93,884 reported commissions (West Linn)
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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.