Terry K Allen
Otis Orchards, WA
Terry K Allen of Otis Orchards, WA is the broker of record on 17 Form 5500 Schedule A filings covering 11 employer benefit plans across 4 states, with $11,845 in reported broker commissions (plan year 2025).
Quick answer
Terry K Allen (Otis Orchards, WA) is the broker of record for 11 employer benefit plan sponsors on 17 Form 5500 Schedule A filings, plan year 2025.
- How many employer clients does Terry K Allen have?
- Terry K Allen is named as broker on Form 5500 Schedule A filings for 11 distinct plan sponsors in 4 states.
- Who are Terry K Allen's largest employer clients?
- By plan participants, the largest include Supercare, Inc. (483 participants), Wagstaff, Inc. (417 participants) and Washington Trust Bank (301 participants).
- How much does Terry K Allen earn in commissions?
- Insurers reported $11,845 in broker commissions and $332 in fees paid to Terry K Allen for plan year 2025, per Schedule A Part 1.
- Where is Terry K Allen located?
- Terry K Allen is based in Otis Orchards, WA and has employer clients in 4 states.
- How does Terry K Allen rank among benefits brokers in Washington?
- Terry K Allen ranks #41 by employer clients among the 50 most active benefits brokers based in Washington.
Source: Fundz verified event record.
Employer clients
Plan sponsors naming Terry K Allen 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 |
|---|---|---|---|
| Supercare, Inc. | CA | 483 | 2024-12-31 |
| Wagstaff, Inc. | WA | 417 | 2026-05-31 |
| Washington Trust Bank | WA | 301 | 2025-12-31 |
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 walkthroughKnow 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.
Other benefits brokers in Washington
- Usi Insurance Services Northwest: 284 employer clients, $10,068,828 reported commissions (Seattle)
- Hub International Northwest LLC: 189 employer clients, $8,650,440 reported commissions (Bothell)
- Connexion Insurance Solutions: 122 employer clients, $2,456,949 reported commissions (Seattle)
- Propel Insurance Agency, LLC: 124 employer clients, $7,916,432 reported commissions (Tacoma)
- Parker Smith & Feek Inc.: 108 employer clients, $4,180,735 reported commissions (Bellevue)
- Long Term Care Solutions, Inc.: 93 employer clients, $1,766,128 reported commissions (Redmond)
- Worksite Benefits Group, Inc.: 89 employer clients, $300,673 reported commissions (Vancouver)
- Benefits By Design, Inc.: 79 employer clients, $312,924 reported commissions (Ridgefield)
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.