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Benefits Intelligence/Broker Directory/Oregon

The Summit Group Of Oregon LLC

Salem, OR

The Summit Group Of Oregon LLC of Salem, OR is the broker of record on 1 Form 5500 Schedule A filings covering 1 employer benefit plans, with $445 in reported broker commissions (plan year 2024).

Employer clients
1
distinct plan sponsors
Schedule A filings
1
States served
1
Reported commissions
$445
plan year 2024
Reported fees
$762

Employer clients

Plan sponsors naming The Summit Group Of Oregon LLC 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
Shangri-La CorporationOR2302024-12-31

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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.