Plan Ledger DOL Form 5500 · updated monthly

Income Property Management Co.benefits

Income Property Management Co. Welfare Plan · PORTLAND, OR · plan year 2023

Broker compensation reported · 2023
$128,464

Income Property Management Co.'s benefits plan covered 0 active participants in 2023, providing health · life · dental · vision · other. Insurance brokers and agents were paid $128,464 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage.

Insurance contracts · 20234
AMERITAS LIFE INSURANCE CORP. · dental visionpremiums n/a · 660 covered
KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST · health drug hmo ppopremiums n/a · 297 covered
STANDARD INSURANCE COMPANY · ltdpremiums n/a · 71 covered
Brokers & agents paid · 202312
HEARTSEASE LLC$13,456 · incl $6,266 fees
BROWN & BROWN OR OREGON LLC$10,057 · incl $2,555 fees
WORKSITE BENEFITS GROUP INC$7,180 · incl $4,342 fees
BENEFITS BY DESIGN INC$4,041 · incl $1,302 fees
ISAACSON INSURANCE AGENCY LLC$4,025 · incl $973 fees
BROWN & BROWN OF OREGON LLC$79,876 · incl $358 fees
GABRIEL ANGEL CANALS$3,568 · incl $2,606 fees
DAVID KINNEY$1,822 · incl $326 fees
BROWN & BROWN OF FLORIDA INC$811 · incl $811 fees
PARKER SMITH & FEEK INC$28
QUEST BENEFITS NORTHWEST LLC$3
28 individual agents · names withheld$3,597

Individual agents paid under $1,000 on this filing are shown as a total. The amounts are as filed; only the personal names are withheld.

Also brokered by Heartsease LLC5

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Source: DOL Form 5500 Schedule A, plan year 2023, EIN 930703692 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.