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Benefits Intelligence/Broker Directory/Oregon

Tony Rea

Lake Oswego, OR

Tony Rea of Lake Oswego, OR is the broker of record on 4 Form 5500 Schedule A filings covering 2 employer benefit plans across 2 states, with $121,118 in reported broker commissions (plan year 2025).

Employer clients
2
distinct plan sponsors
Schedule A filings
4
States served
2
Reported commissions
$121,118
plan year 2025
Reported fees
$57,308

Quick answer

Tony Rea (Lake Oswego, OR) is the broker of record for 2 employer benefit plan sponsors on 4 Form 5500 Schedule A filings, plan year 2025.

How many employer clients does Tony Rea have?
Tony Rea is named as broker on Form 5500 Schedule A filings for 2 distinct plan sponsors in 2 states.
Who are Tony Rea's largest employer clients?
By plan participants, the largest include Hi-School Pharmacy Inc (333 participants) and Rightline Equipment Inc (288 participants).
How much does Tony Rea earn in commissions?
Insurers reported $121,118 in broker commissions and $57,308 in fees paid to Tony Rea for plan year 2025, per Schedule A Part 1.
Where is Tony Rea located?
Tony Rea is based in Lake Oswego, OR and has employer clients in 2 states.

Source: Fundz verified event record.

Employer clients

Plan sponsors naming Tony Rea 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
Hi-School Pharmacy IncWA3332025-12-31
Rightline Equipment IncOR2882025-12-31

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Other benefits brokers in Oregon

  • Unknown: 738 employer clients, $24,704,361 reported commissions (Bend)
  • The Partners Group: 167 employer clients, $35,084,871 reported commissions (Portland)
  • M Financial Holdings Inc: 76 employer clients, $26,132 reported commissions (Portland)
  • Brown & Brown Of Oregon LLC: 64 employer clients, $2,611,785 reported commissions (Portland)
  • Davidson Benefits Planning: 52 employer clients, $2,861,324 reported commissions (Tigard)
  • Heartsease LLC: 54 employer clients, $299,990 reported commissions (Hillsboro)
  • Isaacson Insurance Agency LLC: 46 employer clients, $93,884 reported commissions (West Linn)
  • Kpd Insurance, LLC: 32 employer clients, $720,677 reported commissions (Springfield)

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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.