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Benefits Intelligence/Broker Directory/Oregon

Susan J Leach

Portland, OR

Susan J Leach of Portland, OR is the broker of record on 18 Form 5500 Schedule A filings covering 14 employer benefit plans across 5 states, with $5,182 in reported broker commissions (plan year 2025).

Employer clients
14
distinct plan sponsors
Schedule A filings
18
States served
5
Reported commissions
$5,182
plan year 2025
Reported fees
$199

Quick answer

Susan J Leach (Portland, OR) is the broker of record for 14 employer benefit plan sponsors on 18 Form 5500 Schedule A filings, plan year 2025.

How many employer clients does Susan J Leach have?
Susan J Leach is named as broker on Form 5500 Schedule A filings for 14 distinct plan sponsors in 5 states.
Who are Susan J Leach's largest employer clients?
By plan participants, the largest include The Goodman Group, Inc. (1,118 participants), Bud Clary Chevrolet, Inc. (554 participants) and North Bend Medical Center (298 participants).
How much does Susan J Leach earn in commissions?
Insurers reported $5,182 in broker commissions and $199 in fees paid to Susan J Leach for plan year 2025, per Schedule A Part 1.
Where is Susan J Leach located?
Susan J Leach is based in Portland, OR and has employer clients in 5 states.
How does Susan J Leach rank among benefits brokers in Oregon?
Susan J Leach ranks #23 by employer clients among the 50 most active benefits brokers based in Oregon.

Source: Fundz verified event record.

Employer clients

Plan sponsors naming Susan J Leach 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
The Goodman Group, Inc.MN1,1182024-12-31
Bud Clary Chevrolet, Inc.WA5542024-12-31
North Bend Medical CenterOR2982025-12-31
11 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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Other benefits brokers in Oregon

  • Unknown: 738 employer clients, $24,704,361 reported commissions (Bend)
  • The Partners Group: 167 employer clients, $35,084,871 reported commissions (Portland)
  • M Financial Holdings Inc: 76 employer clients, $26,132 reported commissions (Portland)
  • Brown & Brown Of Oregon LLC: 64 employer clients, $2,611,785 reported commissions (Portland)
  • Davidson Benefits Planning: 52 employer clients, $2,861,324 reported commissions (Tigard)
  • Heartsease LLC: 54 employer clients, $299,990 reported commissions (Hillsboro)
  • Isaacson Insurance Agency LLC: 46 employer clients, $93,884 reported commissions (West Linn)
  • Kpd Insurance, LLC: 32 employer clients, $720,677 reported commissions (Springfield)

All brokers in Oregon →

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.