Wheeler, Bret M
Spokane Valley, WA
Wheeler, Bret M of Spokane Valley, WA is the broker of record on 4 Form 5500 Schedule A filings covering 4 employer benefit plans across 2 states, with $34,045 in reported broker commissions (plan year 2024).
Quick answer
Wheeler, Bret M (Spokane Valley, WA) is the broker of record for 4 employer benefit plan sponsors on 4 Form 5500 Schedule A filings, plan year 2024.
- How many employer clients does Wheeler, Bret M have?
- Wheeler, Bret M is named as broker on Form 5500 Schedule A filings for 4 distinct plan sponsors in 2 states.
- Who are Wheeler, Bret M's largest employer clients?
- By plan participants, the largest include Health Alliance For Technology Health Tr (3,813 participants), Washington Commercial Construction Health Trust (3,543 participants) and Idaho Home Builders Association (439 participants).
- How much does Wheeler, Bret M earn in commissions?
- Insurers reported $34,045 in broker commissions and $4,500 in fees paid to Wheeler, Bret M for plan year 2024, per Schedule A Part 1.
- Where is Wheeler, Bret M located?
- Wheeler, Bret M is based in Spokane Valley, WA and has employer clients in 2 states.
Source: Fundz verified event record.
Employer clients
Plan sponsors naming Wheeler, Bret M 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 |
|---|---|---|---|
| Health Alliance For Technology Health Tr | WA | 3,813 | 2024-12-31 |
| Washington Commercial Construction Health Trust | WA | 3,543 | 2024-12-31 |
| Idaho Home Builders Association | ID | 439 | 2024-12-31 |
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.