Wells Fargo Insurance
Portland, OR
Wells Fargo Insurance of Portland, OR is the broker of record on 6 Form 5500 Schedule A filings covering 4 employer benefit plans across 4 states, with $220,687 in reported broker commissions (plan year 2024).
Quick answer
Wells Fargo Insurance (Portland, OR) is the broker of record for 4 employer benefit plan sponsors on 6 Form 5500 Schedule A filings, plan year 2024.
- How many employer clients does Wells Fargo Insurance have?
- Wells Fargo Insurance is named as broker on Form 5500 Schedule A filings for 4 distinct plan sponsors in 4 states.
- Who are Wells Fargo Insurance's largest employer clients?
- By plan participants, the largest include Vigor Industrial LLC (1,649 participants), Midwest Stainless Technologies, LLC (360 participants) and Essential Cabinetry Holdings, Inc. (190 participants).
- How much does Wells Fargo Insurance earn in commissions?
- Insurers reported $220,687 in broker commissions and $51,737 in fees paid to Wells Fargo Insurance for plan year 2024, per Schedule A Part 1.
- Where is Wells Fargo Insurance located?
- Wells Fargo Insurance is based in Portland, OR and has employer clients in 4 states.
Source: Fundz verified event record.
Employer clients
Plan sponsors naming Wells Fargo Insurance 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 |
|---|---|---|---|
| Vigor Industrial LLC | OR | 1,649 | 2018-07-31 |
| Midwest Stainless Technologies, LLC | WI | 360 | 2017-08-31 |
| Essential Cabinetry Holdings, Inc. | SC | 190 | 2017-12-31 |
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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.