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Benefits Intelligence/Broker Directory/Washington

Seattle Regional Office

Kirkland, WA

Seattle Regional Office of Kirkland, WA is the broker of record on 12 Form 5500 Schedule A filings covering 12 employer benefit plans across 3 states, with $0 in reported broker commissions (plan year 2024).

Employer clients
12
distinct plan sponsors
Schedule A filings
12
States served
3
Reported commissions
$0
plan year 2024
Reported fees
$9,158

Quick answer

Seattle Regional Office (Kirkland, WA) is the broker of record for 12 employer benefit plan sponsors on 12 Form 5500 Schedule A filings, plan year 2024.

How many employer clients does Seattle Regional Office have?
Seattle Regional Office is named as broker on Form 5500 Schedule A filings for 12 distinct plan sponsors in 3 states.
Who are Seattle Regional Office's largest employer clients?
By plan participants, the largest include Southern Oregon Child And Family Council, Inc. (385 participants), Metropolitan Family Service, Inc. (363 participants) and Columbia River Mental Health Services (343 participants).
Where is Seattle Regional Office located?
Seattle Regional Office is based in Kirkland, WA and has employer clients in 3 states.

Source: Fundz verified event record.

Employer clients

Plan sponsors naming Seattle Regional Office 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
Southern Oregon Child And Family Council, Inc.OR3852024-12-31
Metropolitan Family Service, Inc.OR3632025-06-30
Columbia River Mental Health ServicesWA3432024-12-31
9 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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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.