Benefits BrokerAtlas

Benefits brokers in Lake Oswego, OR

12 benefits brokers in Lake Oswego — 12 named on at least two 2024 Form 5500 filings. Most plan filings first. This is not a ranking of quality or price.

Health and welfare plans (11)Median plan under 200 participants (5)Median plan 200 to 999 participants (7)Fees reported as well as commissions (10)
Featured spots · Lake Oswego, OR

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Margaret Bryant18014 Belmore Avenue · Lake Oswego, OR 97035 · Health and welfare plans22 plan filings · $135,606 disclosed · median 159 participantsNamed in Form 5500 filingsPcf Insurance Services of the West412 Jefferson Pkwy Ste 203 · Lake Oswego, OR 97035 · Health and welfare plans13 plan filings · $300,833 disclosed · median 209 participantsNamed in Form 5500 filingsHub International Northwest LLCPO Box 2329 · Lake Oswego, OR 97035 · Health and welfare plans10 plan filings · $284,858 disclosed · median 159 participantsNamed in Form 5500 filingsWoodruff-Sawyer & CO5005 Meadows Rd, Ste 415 · Lake Oswego, OR 97035 · Health and welfare plans8 plan filings · $92,531 disclosed · median 697 participantsNamed in Form 5500 filingsWoodruff-Sawyer Oregon INC5005 Meadows Rd, Ste 415 · Lake Oswego, OR 97035 · Health and welfare plans7 plan filings · $214,797 disclosed · median 277 participantsNamed in Form 5500 filingsBryan G Corbin LLC5885 Meadows Road · Lake Oswego, OR 97035 · Health and welfare plans6 plan filings · $579 disclosed · median 142 participantsNamed in Form 5500 filingsIntermediary Services LLC333 S State St Ste V #283 · Lake Oswego, OR 97034 · Health and welfare plans6 plan filings · $106,039 disclosed · median 229 participantsNamed in Form 5500 filingsMontgomery & Graham, INC412 Jefferson Pkwy Ste 100 · Lake Oswego, OR 97035 · Health and welfare plans5 plan filings · $12,461 disclosed · median 179 participantsNamed in Form 5500 filingsAldrich Benefits, LP5665 SW Meadows Road Suite 200 · Lake Oswego, OR 97035 · Health and welfare plans2 plan filings · $29,405 disclosed · median 131 participantsNamed in Form 5500 filingsLockton Companies, LLC3 Centerpointe Drive, Suite 320 · Lake Oswego, OR 97035 · Health and welfare plans2 plan filings · $105,039 disclosed · median 851 participantsNamed in Form 5500 filings
Thomas Fink5885 Meadows Road Ste 800 · Lake Oswego, OR 97035 · Retirement plans2 plan filings · $60,298 disclosed · median 306 participantsNamed in Form 5500 filingsTony Rea2 Centerpointe Drive, Suite 515 · Lake Oswego, OR 97035 · Health and welfare plans2 plan filings · $57,314 disclosed · median 326 participantsNamed in Form 5500 filings
Comparing benefits brokers in Lake Oswego? Ask each for a written description of every way it is paid, and read questions to ask your benefits broker.

Listed from DOL EBSA Form 5500 datasets — Schedule A Part 1, DOL EBSA Form 5500 datasets — Form 5500, DOL EFAST2 Form 5500 search. Order: most plan filings first — not a quality or price ranking — never paid. Is something wrong? Tell us.