Fundz
Fundz
Benefits Intelligence/Broker Directory/Oregon

Willis Of Oregon Inc

Portland, OR

Willis Of Oregon Inc of Portland, OR is the broker of record on 120 Form 5500 Schedule A filings covering 37 employer benefit plans across 4 states, with $1,090,030 in reported broker commissions (plan year 2020).

Employer clients
37
distinct plan sponsors
Schedule A filings
120
States served
4
Reported commissions
$1,090,030
plan year 2020
Reported fees
$151,596

Employer clients

Plan sponsors naming Willis Of Oregon 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
Evergreen Security TrustWA7,8382013-12-31
Vigilant Manufacturers TrustWA2,5782014-09-30
Oregon-Columbia Chapter Agc Of America, Inc.OR1,0242019-03-31
34 more employer clients are on this firm's record, with the month each plan comes up again. See the full client list

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 month, read from the most recent Form 5500 Schedule A and joined to funding rounds, executive hires and layoff notices.

Get Strategic →Start now

Other benefits brokers in Oregon

All brokers in Oregon

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.