Susan J. Leach And Other Agents
Portland, OR
Susan J. Leach And Other Agents of Portland, OR is the broker of record on 4 Form 5500 Schedule A filings covering 3 employer benefit plans, with $212 in reported broker commissions (plan year 2025).
Quick answer
Susan J. Leach And Other Agents (Portland, OR) is the broker of record for 3 employer benefit plan sponsors on 4 Form 5500 Schedule A filings, plan year 2025.
- How many employer clients does Susan J. Leach And Other Agents have?
- Susan J. Leach And Other Agents is named as broker on Form 5500 Schedule A filings for 3 distinct plan sponsors.
- Who are Susan J. Leach And Other Agents's largest employer clients?
- By plan participants, the largest include Guardian Management LLC (440 participants), Clatsop Behavioral Healthcare (135 participants) and Greater Oregon Behavioral Health, Inc. (119 participants).
- How much does Susan J. Leach And Other Agents earn in commissions?
- Insurers reported $212 in broker commissions and $25 in fees paid to Susan J. Leach And Other Agents for plan year 2025, per Schedule A Part 1.
- Where is Susan J. Leach And Other Agents located?
- Susan J. Leach And Other Agents is based in Portland, OR.
Source: Fundz verified event record.
Employer clients
Plan sponsors naming Susan J. Leach And Other Agents 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 |
|---|---|---|---|
| Guardian Management LLC | OR | 440 | 2024-12-31 |
| Clatsop Behavioral Healthcare | OR | 135 | 2025-12-31 |
| Greater Oregon Behavioral Health, Inc. | OR | 119 | 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.