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Fundz
Benefits Intelligence/Broker Directory/Washington

Worksite Benefits Group, Inc.

Vancouver, WA

Worksite Benefits Group, Inc. of Vancouver, WA is the broker of record on 128 Form 5500 Schedule A filings covering 89 employer benefit plans across 12 states, with $300,673 in reported broker commissions (plan year 2025).

Employer clients
89
distinct plan sponsors
Schedule A filings
128
States served
12
Reported commissions
$300,673
plan year 2025
Reported fees
$514,202

Quick answer

Worksite Benefits Group, Inc. (Vancouver, WA) is the broker of record for 89 employer benefit plan sponsors on 128 Form 5500 Schedule A filings, plan year 2025.

How many employer clients does Worksite Benefits Group, Inc. have?
Worksite Benefits Group, Inc. is named as broker on Form 5500 Schedule A filings for 89 distinct plan sponsors in 12 states.
Who are Worksite Benefits Group, Inc.'s largest employer clients?
By plan participants, the largest include Mv Transportation, Inc. (6,082 participants), Kootenai Clinics, LLC (4,134 participants) and The Pape Group, Inc. (4,118 participants).
How much does Worksite Benefits Group, Inc. earn in commissions?
Insurers reported $300,673 in broker commissions and $514,202 in fees paid to Worksite Benefits Group, Inc. for plan year 2025, per Schedule A Part 1.
Where is Worksite Benefits Group, Inc. located?
Worksite Benefits Group, Inc. is based in Vancouver, WA and has employer clients in 12 states.
How does Worksite Benefits Group, Inc. rank among benefits brokers in Washington?
Worksite Benefits Group, Inc. ranks #7 by employer clients among the 50 most active benefits brokers based in Washington.

Source: Fundz verified event record.

Employer clients

Plan sponsors naming Worksite Benefits Group, 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
Mv Transportation, Inc.TX6,0822024-12-31
Kootenai Clinics, LLCID4,1342025-12-31
The Pape Group, Inc.OR4,1182025-12-31
86 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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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.