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Benefits Intelligence/Broker Directory/Oregon

Terry Ann Parker

West Linn, OR

Terry Ann Parker of West Linn, OR is the broker of record on 31 Form 5500 Schedule A filings covering 12 employer benefit plans across 5 states, with $1,771 in reported broker commissions (plan year 2023).

Employer clients
12
distinct plan sponsors
Schedule A filings
31
States served
5
Reported commissions
$1,771
plan year 2023
Reported fees
$2

Employer clients

Plan sponsors naming Terry Ann Parker 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
Bunzl Distribution Usa, LLCMO3,5072014-12-31
Umpqua BankOR2,2642013-12-31
Hampton Resources, Inc.OR1,3042015-12-31
9 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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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.

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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.