William R. Wells Jr.
Portland, OR
William R. Wells Jr. of Portland, OR is the broker of record on 6 Form 5500 Schedule A filings covering 3 employer benefit plans across 2 states, with $64,387 in reported broker commissions (plan year 2025).
Quick answer
William R. Wells Jr. (Portland, OR) is the broker of record for 3 employer benefit plan sponsors on 6 Form 5500 Schedule A filings, plan year 2025.
- How many employer clients does William R. Wells Jr. have?
- William R. Wells Jr. is named as broker on Form 5500 Schedule A filings for 3 distinct plan sponsors in 2 states.
- Who are William R. Wells Jr.'s largest employer clients?
- By plan participants, the largest include Stellar J. Corporation (129 participants), Mgn Tax & Advisory Group, LLC (4 participants) and Jeffrey L. Miller A.I.A. Architect (3 participants).
- How much does William R. Wells Jr. earn in commissions?
- Insurers reported $64,387 in broker commissions paid to William R. Wells Jr. for plan year 2025, per Schedule A Part 1.
- Where is William R. Wells Jr. located?
- William R. Wells Jr. is based in Portland, OR and has employer clients in 2 states.
Source: Fundz verified event record.
Employer clients
Plan sponsors naming William R. Wells Jr. 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 |
|---|---|---|---|
| Stellar J. Corporation | WA | 129 | 2025-12-31 |
| Mgn Tax & Advisory Group, LLC | OR | 4 | 2025-12-31 |
| Jeffrey L. Miller A.I.A. Architect | OR | 3 | 2025-12-31 |
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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.