Fundz
Fundz
Benefits Intelligence/Broker Directory/Oregon

Carol Ann Kenyon

Roseburg, OR

Carol Ann Kenyon of Roseburg, OR is the broker of record on 3 Form 5500 Schedule A filings covering 2 employer benefit plans across 2 states, with $2,358 in reported broker commissions (plan year 2025).

Employer clients
2
distinct plan sponsors
Schedule A filings
3
States served
2
Reported commissions
$2,358
plan year 2025

Quick answer

Carol Ann Kenyon (Roseburg, OR) is the broker of record for 2 employer benefit plan sponsors on 3 Form 5500 Schedule A filings, plan year 2025.

How many employer clients does Carol Ann Kenyon have?
Carol Ann Kenyon is named as broker on Form 5500 Schedule A filings for 2 distinct plan sponsors in 2 states.
Who are Carol Ann Kenyon's largest employer clients?
By plan participants, the largest include Peak Credit Union (835 participants) and Oregon Precision Industries, Inc. (257 participants).
How much does Carol Ann Kenyon earn in commissions?
Insurers reported $2,358 in broker commissions paid to Carol Ann Kenyon for plan year 2025, per Schedule A Part 1.
Where is Carol Ann Kenyon located?
Carol Ann Kenyon is based in Roseburg, OR and has employer clients in 2 states.

Source: Fundz verified event record.

Employer clients

Plan sponsors naming Carol Ann Kenyon 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
Peak Credit UnionWA8352025-12-31
Oregon Precision Industries, Inc.OR2572025-12-31

Sell through benefits brokers? Let us show you around.

Reach the brokers who place employer plans in their state, and the employers growing there. In 20 minutes we will walk you through the broker directory and the employer signals behind it, using your market.

Book a 20-minute walkthrough

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 nowBook a 15-min walkthrough

Other benefits brokers in Oregon

  • Unknown: 738 employer clients, $24,704,361 reported commissions (Bend)
  • The Partners Group: 167 employer clients, $35,084,871 reported commissions (Portland)
  • M Financial Holdings Inc: 76 employer clients, $26,132 reported commissions (Portland)
  • Brown & Brown Of Oregon LLC: 64 employer clients, $2,611,785 reported commissions (Portland)
  • Davidson Benefits Planning: 52 employer clients, $2,861,324 reported commissions (Tigard)
  • Heartsease LLC: 54 employer clients, $299,990 reported commissions (Hillsboro)
  • Isaacson Insurance Agency LLC: 46 employer clients, $93,884 reported commissions (West Linn)
  • Kpd Insurance, LLC: 32 employer clients, $720,677 reported commissions (Springfield)

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.