How many employer clients does Susan Leach have?

Susan Leach is named as broker on Form 5500 Schedule A filings for 5 distinct plan sponsors in 3 states.

Who are Susan Leach's largest employer clients?

By plan participants, the largest include C&K Market, Inc. (560 participants), Power Auto Inc. (198 participants) and Mccurley Integrity Dealerships, LLC (183 participants).

How much does Susan Leach earn in commissions?

Insurers reported $735 in broker commissions and $31 in fees paid to Susan Leach for plan year 2025, per Schedule A Part 1.

Where is Susan Leach located?

Susan Leach is based in Portland, OR and has employer clients in 3 states.

Benefits Intelligence/Broker Directory/Oregon

Susan Leach

Portland, OR

Susan Leach of Portland, OR is the broker of record on 7 Form 5500 Schedule A filings covering 5 employer benefit plans across 3 states, with $735 in reported broker commissions (plan year 2025).

Employer clients

distinct plan sponsors

Schedule A filings

States served

Reported commissions

$735

plan year 2025

Reported fees

$31

Quick answer

Susan Leach (Portland, OR) is the broker of record for 5 employer benefit plan sponsors on 7 Form 5500 Schedule A filings, plan year 2025.

How many employer clients does Susan Leach have?: Susan Leach is named as broker on Form 5500 Schedule A filings for 5 distinct plan sponsors in 3 states.
Who are Susan Leach's largest employer clients?: By plan participants, the largest include C&K Market, Inc. (560 participants), Power Auto Inc. (198 participants) and Mccurley Integrity Dealerships, LLC (183 participants).
How much does Susan Leach earn in commissions?: Insurers reported $735 in broker commissions and $31 in fees paid to Susan Leach for plan year 2025, per Schedule A Part 1.
Where is Susan Leach located?: Susan Leach is based in Portland, OR and has employer clients in 3 states.

Source: Fundz verified event record.

Employer clients

Plan sponsors naming Susan Leach 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
C&K Market, Inc.	OR	560	2025-12-31
Power Auto Inc.	OR	198	2025-12-31
Mccurley Integrity Dealerships, LLC	WA	183	2025-12-31

2 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.