William R. Wells Jr.
Portland, OR
William R. Wells Jr. of Portland, OR is the broker of record on 3 Form 5500 Schedule A filings covering 3 employer benefit plans across 2 states, with $31,034 in reported broker commissions (plan year 2024).
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 | 2024-12-31 |
| Mgn Tax & Advisory Group, LLC | OR | 4 | 2024-12-31 |
| Jeffrey L. Miller A.I.A. Architect | OR | 3 | 2024-12-31 |
Know who holds the account, and when it renews.
Every US employer benefit plan with its broker of record, reported commissions, participant count and renewal date — from Form 5500 Schedule A, joined to funding rounds, executive hires and layoff notices.
Other benefits brokers in Oregon
Form 5500 Schedule A Part 1 (broker of record), 2024–2025 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.