Fundz
Fundz
Benefits Intelligence/Broker Directory/Washington

Spectrum Pension Consultants, Inc.

Tacoma, WA

Spectrum Pension Consultants, Inc. of Tacoma, WA is the broker of record on 6 Form 5500 Schedule A filings covering 3 employer benefit plans across 3 states, with $0 in reported broker commissions (plan year 2025).

Employer clients
3
distinct plan sponsors
Schedule A filings
6
States served
3
Reported commissions
$0
plan year 2025
Reported fees
$78,089

Quick answer

Spectrum Pension Consultants, Inc. (Tacoma, WA) is the broker of record for 3 employer benefit plan sponsors on 6 Form 5500 Schedule A filings, plan year 2025.

How many employer clients does Spectrum Pension Consultants, Inc. have?
Spectrum Pension Consultants, Inc. is named as broker on Form 5500 Schedule A filings for 3 distinct plan sponsors in 3 states.
Who are Spectrum Pension Consultants, Inc.'s largest employer clients?
By plan participants, the largest include Puna Plantation Hawaii, Ltd. (518 participants), Olympia Orthopaedic Associates, Pllc (361 participants) and Orange County Urology Associates, Inc. A Medical Group (132 participants).
Where is Spectrum Pension Consultants, Inc. located?
Spectrum Pension Consultants, Inc. is based in Tacoma, WA and has employer clients in 3 states.

Source: Fundz verified event record.

Employer clients

Plan sponsors naming Spectrum Pension Consultants, 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
Puna Plantation Hawaii, Ltd.HI5182024-12-31
Olympia Orthopaedic Associates, PllcWA3612025-12-31
Orange County Urology Associates, Inc. A Medical GroupCA1322025-12-31

Sell through benefits brokers? Let us show you around.

Reach the brokers who place employer plans in their state, and the employers growing there. In 20 minutes we will walk you through the broker directory and the employer signals behind it, using your market.

Book a 20-minute walkthrough

Know who holds the account, and when it renews.

Every US employer benefit plan with its broker of record, reported commissions, participant count and renewal month, read from the most recent Form 5500 Schedule A and joined to funding rounds, executive hires and layoff notices.

Get Strategic →Start nowBook a 15-min walkthrough

Other benefits brokers in Washington

All brokers in Washington →

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.