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Benefits Intelligence/Broker Directory/Oregon

Wha Insurance Agency Inc

Eugene, OR

Wha Insurance Agency Inc of Eugene, OR is the broker of record on 10 Form 5500 Schedule A filings covering 6 employer benefit plans across 2 states, with $424,126 in reported broker commissions (plan year 2025).

Employer clients
6
distinct plan sponsors
Schedule A filings
10
States served
2
Reported commissions
$424,126
plan year 2025
Reported fees
$125,234

Quick answer

Wha Insurance Agency Inc (Eugene, OR) is the broker of record for 6 employer benefit plan sponsors on 10 Form 5500 Schedule A filings, plan year 2025.

How many employer clients does Wha Insurance Agency Inc have?
Wha Insurance Agency Inc is named as broker on Form 5500 Schedule A filings for 6 distinct plan sponsors in 2 states.
Who are Wha Insurance Agency Inc's largest employer clients?
By plan participants, the largest include Best Care Treatment Services (284 participants), South 49 Holdings Ltd. (141 participants) and Gem Equipment Of Oregon Inc. (108 participants).
How much does Wha Insurance Agency Inc earn in commissions?
Insurers reported $424,126 in broker commissions and $125,234 in fees paid to Wha Insurance Agency Inc for plan year 2025, per Schedule A Part 1.
Where is Wha Insurance Agency Inc located?
Wha Insurance Agency Inc is based in Eugene, OR and has employer clients in 2 states.
How does Wha Insurance Agency Inc rank among benefits brokers in Oregon?
Wha Insurance Agency Inc ranks #48 by employer clients among the 50 most active benefits brokers based in Oregon.

Source: Fundz verified event record.

Employer clients

Plan sponsors naming Wha Insurance Agency Inc 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
Best Care Treatment ServicesOR2842025-03-31
South 49 Holdings Ltd.CA1412025-12-31
Gem Equipment Of Oregon Inc.OR1082025-12-31
3 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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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.