Shelli Stayner
Portland, OR
Shelli Stayner of Portland, OR is the broker of record on 6 Form 5500 Schedule A filings covering 5 employer benefit plans, with $53,560 in reported broker commissions (plan year 2025).
Quick answer
Shelli Stayner (Portland, OR) is the broker of record for 5 employer benefit plan sponsors on 6 Form 5500 Schedule A filings, plan year 2025.
- How many employer clients does Shelli Stayner have?
- Shelli Stayner is named as broker on Form 5500 Schedule A filings for 5 distinct plan sponsors.
- Who are Shelli Stayner's largest employer clients?
- By plan participants, the largest include Capital Educators Fcu (269 participants), The College Of Idaho (231 participants) and Lightforce Usa Inc Dba Nightforce Optics (176 participants).
- How much does Shelli Stayner earn in commissions?
- Insurers reported $53,560 in broker commissions and $148,220 in fees paid to Shelli Stayner for plan year 2025, per Schedule A Part 1.
- Where is Shelli Stayner located?
- Shelli Stayner is based in Portland, OR.
Source: Fundz verified event record.
Employer clients
Plan sponsors naming Shelli Stayner 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 |
|---|---|---|---|
| Capital Educators Fcu | ID | 269 | 2025-12-31 |
| The College Of Idaho | ID | 231 | 2025-12-31 |
| Lightforce Usa Inc Dba Nightforce Optics | ID | 176 | 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.