Benefits BrokerAtlas

Benefits brokers in Portland, OR

94 benefits brokers in Portland — 94 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 (90)Retirement plans (7)Median plan under 200 participants (48)Median plan 200 to 999 participants (40)Median plan 1,000+ participants (6)Fees reported as well as commissions (63)
Featured spots · Portland, OR

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The Partners Group11850 SW 67th Ave, Ste 100 · Portland, OR 97223 · Health and welfare plans144 plan filings · $19,627,823 disclosed · median 262 participantsNamed in Form 5500 filingsUsi Insurance Services Northwest825 NE Multnomah Street, Suite 1500 · Portland, OR 97232 · Health and welfare plans76 plan filings · $1,642,596 disclosed · median 194 participantsNamed in Form 5500 filingsM Financial Holdings INC1125 NW Couch St, Suite 900 · Portland, OR 97209 · Health and welfare plans71 plan filings · $449,014 disclosed · median 1,113 participantsNamed in Form 5500 filingsBrown & Brown of Oregon LLCPO Box 29018 · Portland, OR 97296 · Health and welfare plans54 plan filings · $1,575,499 disclosed · median 176 participantsNamed in Form 5500 filingsAlliant Insurance Services, INC.425 NE Hancock Street · Portland, OR 97212 · Health and welfare plans22 plan filings · $979,604 disclosed · median 192 participantsNamed in Form 5500 filingsMercer Health and Benefits, LLC111 SW Columbia, Suite 500 · Portland, OR 97201 · Health and welfare plans20 plan filings · $916,393 disclosed · median 281 participantsNamed in Form 5500 filingsPcf Insurance Services of the West7150 SW Hampton St, Suite 140 · Portland, OR 97223 · Health and welfare plans17 plan filings · $431,187 disclosed · median 149 participantsNamed in Form 5500 filingsBrown & Brown Insurance Services601 S.w. Second Avenue · Portland, OR 97204 · Health and welfare plans16 plan filings · $122,818 disclosed · median 181 participantsNamed in Form 5500 filingsBrown & Brown of Oregon LLC601 SW 2nd Ave Ste 1200 · Portland, OR 97204 · Health and welfare plans16 plan filings · $481,734 disclosed · median 228 participantsNamed in Form 5500 filingsUsi Insurance Services LLC825 NE Multnomah Street, Suite 1500 · Portland, OR 97232 · Health and welfare plans15 plan filings · $808,332 disclosed · median 198 participantsNamed in Form 5500 filings
Brown & Brown Insurance ServicesPO Box 29018 · Portland, OR 97296 · Health and welfare plans14 plan filings · $206,556 disclosed · median 210 participantsNamed in Form 5500 filingsBrown & Brown NorthwestPO Box 29018 · Portland, OR 97296 · Health and welfare plans14 plan filings · $57,559 disclosed · median 250 participantsNamed in Form 5500 filingsSusan J Leach4419 NE 131st Pl Apt C1 · Portland, OR 97230 · Health and welfare plans13 plan filings · $4,681 disclosed · median 172 participantsNamed in Form 5500 filingsLaporte Insurance LLC5515 Southeast Milwaukie Avenue · Portland, OR 97202 · Health and welfare plans12 plan filings · $259,250 disclosed · median 143 participantsNamed in Form 5500 filingsM Holdings Securities INC1125 NW Couch St Ste 900 · Portland, OR 97209 · Health and welfare plans12 plan filings · $123,279 disclosed · median 270 participantsNamed in Form 5500 filingsC2 Centric LLC11740 SW 68th Parkway, Suite 2 · Portland, OR 97223 · Health and welfare plans11 plan filings · $669 disclosed · median 294 participantsNamed in Form 5500 filingsJames S. Sarantis14132 SE Fircrest Court · Portland, OR 97236 · Health and welfare plans11 plan filings · $2,540 disclosed · median 178 participantsNamed in Form 5500 filingsJd Fulwiler and Company5727 SW Macadam Avenue · Portland, OR 97239 · Health and welfare plans11 plan filings · $504,689 disclosed · median 125 participantsNamed in Form 5500 filingsUsi Insurance Services LLCUnknown · Portland, OR 97204 · Health and welfare plans11 plan filings · $72,752 disclosed · median 287 participantsNamed in Form 5500 filingsLeonard Adams Insurance INC5201 SW Westgate Drive, Suite 300 · Portland, OR 97221 · Health and welfare plans10 plan filings · $260,559 disclosed · median 300 participantsNamed in Form 5500 filingsWoodruff-Sawyer & CO1050 SW Sixth Avenue, Suite 1000 · Portland, OR 97204 · Health and welfare plans10 plan filings · $163,826 disclosed · median 116 participantsNamed in Form 5500 filingsZacharee Keith Siahpush33 SE 71st Avenue · Portland, OR 97215 · Health and welfare plans8 plan filings · $3,487 disclosed · median 223 participantsNamed in Form 5500 filingsIsaacson Insurance Agency LLC1821 NW 23rd Pl · Portland, OR 97210 · Health and welfare plans7 plan filings · $1,736 disclosed · median 138 participantsNamed in Form 5500 filingsKronos Saashr INCPO Box 711, C5 · Portland, OR 97207 · Health and welfare plans7 plan filings · $38,512 disclosed · median 793 participantsNamed in Form 5500 filingsAdvocate, INC.7118 SE Reed College Place · Portland, OR 97202 · Health and welfare plans6 plan filings · $173,890 disclosed · median 153 participantsNamed in Form 5500 filingsAlera Group, INC.1437 SW Columbia Street · Portland, OR 97201 · Health and welfare plans6 plan filings · $144,889 disclosed · median 172 participantsNamed in Form 5500 filingsCsnw Benefits1437 SW Columbia Street · Portland, OR 97201 · Health and welfare plans6 plan filings · $150,332 disclosed · median 122 participantsNamed in Form 5500 filingsCsnw Benefits an Alera Group Agency1437 SW Columbia St · Portland, OR 97201 · Health and welfare plans6 plan filings · $199,173 disclosed · median 152 participantsNamed in Form 5500 filingsDdi Benefits, INC.2111 NE Halsey St. · Portland, OR 97232 · Health and welfare plans6 plan filings · $190,742 disclosed · median 113 participantsNamed in Form 5500 filingsFringe Insurance Services INC10035 SW Balmer Circle · Portland, OR 97219 · Health and welfare plans6 plan filings · $217,038 disclosed · median 314 participantsNamed in Form 5500 filingsLa Porte & Associates INC5515 Southeast Milwaukie Avenue · Portland, OR 97202 · Health and welfare plans6 plan filings · $37,266 disclosed · median 105 participantsNamed in Form 5500 filingsWoodruff-Sawyer Oregon INC1001 SW 5th Ave Ste 1000 · Portland, OR 97204 · Health and welfare plans6 plan filings · $63,575 disclosed · median 110 participantsNamed in Form 5500 filingsAlera Group, INC DBA Csnw Benefits1437 SW Columbia St · Portland, OR 97201 · Health and welfare plans5 plan filings · $91,118 disclosed · median 128 participantsNamed in Form 5500 filingsBrown & Brown Insurance Service601 SW 2nd Ave, Ste 1200 · Portland, OR 97204 · Health and welfare plans5 plan filings · $43,922 disclosed · median 189 participantsNamed in Form 5500 filingsBrown & Brown Insurance Svcs INC601 SW 2nd Ave · Portland, OR 97204 · Health and welfare plans5 plan filings · $27,052 disclosed · median 184 participantsNamed in Form 5500 filingsCsnw Benefits an Alera Agency1437 SW Columbia Street · Portland, OR 97201 · Health and welfare plans5 plan filings · $121,919 disclosed · median 109 participantsNamed in Form 5500 filingsDurham & Bates Agencies INC1211 SW 5th Ave Ste 2800 · Portland, OR 97204 · Health and welfare plans5 plan filings · $117,689 disclosed · median 152 participantsNamed in Form 5500 filingsHeffernan Insurance Brokers5100 South Macadam Avenue, Suite 440 · Portland, OR 97239 · Health and welfare plans5 plan filings · $98,505 disclosed · median 209 participantsNamed in Form 5500 filingsIndependent Retirement Consulting6500 S Macadam Avenue, Suite 100 · Portland, OR 97239 · Retirement plans5 plan filings · $18,850 disclosed · median 229 participantsNamed in Form 5500 filingsLa Porte & Assoc INC5515 Southeast Milwaukie Avenue · Portland, OR 97202 · Health and welfare plans5 plan filings · $17,404 disclosed · median 123 participantsNamed in Form 5500 filingsPropel Insurance805 SW Broadway, Suite 2300 · Portland, OR 97205 · Health and welfare plans5 plan filings · $104,558 disclosed · median 145 participantsNamed in Form 5500 filingsThe Partners Group11850 SW 67th, Suite 100 · Portland, OR 97233 · Health and welfare plans5 plan filings · $292,307 disclosed · median 286 participantsNamed in Form 5500 filingsCandace Bennett5515 Southeast Milwaukie Avenue · Portland, OR 97202 · Health and welfare plans4 plan filings · $174,034 disclosed · median 130 participantsNamed in Form 5500 filingsHub International Northwest LLC6979 SE Lake Road · Portland, OR 97267 · Health and welfare plans4 plan filings · $211,818 disclosed · median 202 participantsNamed in Form 5500 filingsKibble & Prentice Holding Company825 NE Multnomah St FL 15 · Portland, OR 97232 · Health and welfare plans4 plan filings · $156,760 disclosed · median 772 participantsNamed in Form 5500 filingsNfp Corporate Services (Nw) INC610 SW Alder Street Ste 310 · Portland, OR 97205 · Health and welfare plans4 plan filings · $63,883 disclosed · median 258 participantsNamed in Form 5500 filingsPaylocity CorporationPO Box 711, C5 · Portland, OR 97207 · Health and welfare plans4 plan filings · $1,567 disclosed · median 321 participantsNamed in Form 5500 filingsPropel Insurance Agency, LLC508 SW Broadway, Suite 2300 · Portland, OR 97205 · Health and welfare plans4 plan filings · $133,366 disclosed · median 311 participantsNamed in Form 5500 filingsThe Partners Group Ltd-Seattle11850 SW 67th Ave Suite 100 · Portland, OR 97223 · Health and welfare plans4 plan filings · $14,394 disclosed · median 134 participantsNamed in Form 5500 filingsTy Robert NauglePO Box 80273 · Portland, OR 97280 · Health and welfare plans4 plan filings · $32 disclosed · median 210 participantsNamed in Form 5500 filingsZara Anne Pines9010 SW Oak Street, Apartment 300a · Portland, OR 97223 · Health and welfare plans4 plan filings · $918 disclosed · median 123 participantsNamed in Form 5500 filingsAlliant Insurance Services, INC.851 SW 6th Street, Suite 350 · Portland, OR 97204 · Health and welfare plans3 plan filings · $113,038 disclosed · median 178 participantsNamed in Form 5500 filingsBenefit Design Group LLC7140 SW Fir Loop, Suite 220 · Portland, OR 97223 · Health and welfare plans3 plan filings · $47,609 disclosed · median 153 participantsNamed in Form 5500 filingsBrown & Brown Ins. Services, INC.PO Box 29018 · Portland, OR 97296 · Health and welfare plans3 plan filings · $74,336 disclosed · median 540 participantsNamed in Form 5500 filingsBrown & Brown Insurance Svcs INCPO Box 29018 · Portland, OR 97296 · Health and welfare plans3 plan filings · $2,863 disclosed · median 196 participantsNamed in Form 5500 filingsCam Group LLC200 SW Market St, Ste 1600 · Portland, OR 97201 · Health and welfare plans3 plan filings · $2,316 disclosed · median 390 participantsNamed in Form 5500 filingsH-C & Associates INC10000 Southwest Wilshire Street, Suite B · Portland, OR 97225 · Health and welfare plans3 plan filings · $132,142 disclosed · median 174 participantsNamed in Form 5500 filingsHc & Associates INC10000 Southwest Wilshire Street, Suite B · Portland, OR 97225 · Health and welfare plans3 plan filings · $59,399 disclosed · median 174 participantsNamed in Form 5500 filingsJames Sarantis14132 SE Fircrest Court · Portland, OR 97236 · Health and welfare plans3 plan filings · $462 disclosed · median 183 participantsNamed in Form 5500 filingsLpl Financial LLCPO Box 711, Attn C5 · Portland, OR 97207 · Retirement plans3 plan filings · $122,636 disclosed · median 139 participantsNamed in Form 5500 filingsMichele J Bottinelli II9220 SW Barbur Blvd, #119-318 · Portland, OR 97219 · Health and welfare plans3 plan filings · $162,318 disclosed · median 219 participantsNamed in Form 5500 filingsPropel Insurance888 SW 5th Avenue, Suite 1170 · Portland, OR 97204 · Health and welfare plans3 plan filings · $12,746 disclosed · median 253 participantsNamed in Form 5500 filingsPropel Insurance Agency, LLC888 SW 5th Avenue, Suite 1170 · Portland, OR 97204 · Health and welfare plans3 plan filings · $20,913 disclosed · median 188 participantsNamed in Form 5500 filingsSusan Leach4419 NE 131st Place, Apartment C1 · Portland, OR 97230 · Health and welfare plans3 plan filings · $466 disclosed · median 187 participantsNamed in Form 5500 filingsWilliam R. Wells Jr.1930 SW River Drive Ste 507 · Portland, OR 97201 · Retirement plans3 plan filings · $31,034 disclosed · median 4 participantsNamed in Form 5500 filingsAdam J. Westfall700 North Hayden Island Drive, Suite 200 · Portland, OR 97217 · Health and welfare plans2 plan filings · $5 disclosed · median 364 participantsNamed in Form 5500 filingsAdp INCPO Box 711 · Portland, OR 97217 · Health and welfare plans2 plan filings · $15,006 disclosed · median 366 participantsNamed in Form 5500 filingsAdp, INC.PO Box 711 · Portland, OR 97207 · Health and welfare plans2 plan filings · $17,595 disclosed · median 488 participantsNamed in Form 5500 filingsAon Risk Ins Services West INC851 SW 6th Ave Ste 385 · Portland, OR 97204 · Health and welfare plans2 plan filings · $226 disclosed · median 6,117 participantsNamed in Form 5500 filingsBrown & Brown Insurance601 SW 2nd Ave Ste 1200 · Portland, OR 97204 · Health and welfare plans2 plan filings · $28,332 disclosed · median 481 participantsNamed in Form 5500 filingsBrown & Brown InsurancePO Box 29018 · Portland, OR 97296 · Health and welfare plans2 plan filings · $4,096 disclosed · median 364 participantsNamed in Form 5500 filingsBrown & Brown Insurance Services in601 S.w. Second Avenue · Portland, OR 97204 · Health and welfare plans2 plan filings · $880 disclosed · median 284 participantsNamed in Form 5500 filingsBrown & Brown of Or, INC601 SW 2nd Avenue, Suite 1200 · Portland, OR 97204 · Health and welfare plans2 plan filings · $18,089 disclosed · median 305 participantsNamed in Form 5500 filingsBrown & Brown of Oregon2701 Northwest Vaughn, Ste 340 · Portland, OR 97210 · Health and welfare plans2 plan filings · $1,160 disclosed · median 150 participantsNamed in Form 5500 filingsBrown & Brown of Oregon LLCPO Box 29018 · Portland, OR 97229 · Health and welfare plans2 plan filings · $3,941 disclosed · median 248 participantsNamed in Form 5500 filingsDdi Benefits INCPO Box 13090 · Portland, OR 97213 · Health and welfare plans2 plan filings · $9,630 disclosed · median 191 participantsNamed in Form 5500 filingsDurham & Bates Agencies INC.720 SW Washington, Suite 250 · Portland, OR 97205 · Health and welfare plans2 plan filings · $3,551 disclosed · median 141 participantsNamed in Form 5500 filingsHub International Northwest LLC6443 SW Beaverton Hillsdale Highway, Suite 200 · Portland, OR 97221 · Health and welfare plans2 plan filings · $3,271 disclosed · median 153 participantsNamed in Form 5500 filingsJ Merritt McDole12120 Southwest Foothill Drive · Portland, OR 97225 · Health and welfare plans2 plan filings · $220 disclosed · median 520 participantsNamed in Form 5500 filingsJames Stephen Sarantis14132 SE Fircrest Court · Portland, OR 97236 · Health and welfare plans2 plan filings · $681 disclosed · median 291 participantsNamed in Form 5500 filingsJd Fulwiler and Company Insurance5727 South Macadam Avenue · Portland, OR 97239 · Health and welfare plans2 plan filings · $56,050 disclosed · median 282 participantsNamed in Form 5500 filingsLaporte & Assoc LLC5515 Northeast Milwaukie Avenue · Portland, OR 97202 · Health and welfare plans2 plan filings · $5,050 disclosed · median 153 participantsNamed in Form 5500 filingsLaporte & Associates INC5515 Southeast Milwaukie Avenue · Portland, OR 97202 · Health and welfare plans2 plan filings · $4,293 disclosed · median 129 participantsNamed in Form 5500 filingsLeonard Adams Insurance INC9400 Southwest Beaverton Hilsdale H, Suite 100 · Portland, OR 97225 · Health and welfare plans2 plan filings · $89,746 disclosed · median 326 participantsNamed in Form 5500 filingsM Holdings Securities, INC1125 N.w. Couch Street, Suite 900 · Portland, OR 97208 · Retirement plans2 plan filings · $121,317 disclosed · median 24,127 participantsNamed in Form 5500 filingsMcGriff Insurance Services, INC.1800 SW First Avenue · Portland, OR 97201 · Health and welfare plans2 plan filings · $3,089 disclosed · median 3,299 participantsNamed in Form 5500 filingsPacific Advisors LLC200 SW Market St · Portland, OR 97201 · Health and welfare plans2 plan filings · $99 disclosed · median 162 participantsNamed in Form 5500 filingsPacific Advisors of Oregon LLC200 SW Market St, Suite 1850 · Portland, OR 97201 · Health and welfare plans2 plan filings · $16,224 disclosed · median 10,598 participantsNamed in Form 5500 filingsRiskpoint Insurance AdvisorsUnknown · Portland, OR 97224 · Health and welfare plans2 plan filings · $39,021 disclosed · median 188 participantsNamed in Form 5500 filingsRsc Insurance Brokerage INC7140 SW Fir Loop Ste 220 · Portland, OR 97223 · Health and welfare plans2 plan filings · $2,437 disclosed · median 619 participantsNamed in Form 5500 filingsRsc Insurance Brokerage, INC.9755 SW Barnes Road, Suite 355 · Portland, OR 97225 · Health and welfare plans2 plan filings · $22,550 disclosed · median 136 participantsNamed in Form 5500 filingsSusan J. Leach and Other Agents4419 NE 131st Piace, Apartment C1 · Portland, OR 97230 · Health and welfare plans2 plan filings · $143 disclosed · median 291 participantsNamed in Form 5500 filingsUsi Insurance Services Northwest1300 SW 5th Avenue, Suite 500 · Portland, OR 97201 · Health and welfare plans2 plan filings · $1,284 disclosed · median 409 participantsNamed in Form 5500 filingsWells Fargo Insurance1300 SW 5th Avenue, Suite 500 · Portland, OR 97201 · Health and welfare plans2 plan filings · $177,200 disclosed · median 1,875 participantsNamed in Form 5500 filings
Comparing benefits brokers in Portland? 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.