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Benefits Intelligence/Broker Directory/Oregon

Doug A. Smith

Newberg, OR

Doug A. Smith of Newberg, OR is the broker of record on 2 Form 5500 Schedule A filings covering 2 employer benefit plans, with $800 in reported broker commissions (plan year 2024).

Employer clients
2
distinct plan sponsors
Schedule A filings
2
States served
1
Reported commissions
$800
plan year 2024

Quick answer

Doug A. Smith (Newberg, OR) is the broker of record for 2 employer benefit plan sponsors on 2 Form 5500 Schedule A filings, plan year 2024.

How many employer clients does Doug A. Smith have?
Doug A. Smith is named as broker on Form 5500 Schedule A filings for 2 distinct plan sponsors.
Who are Doug A. Smith's largest employer clients?
By plan participants, the largest include Linfield University (400 participants) and Oregon Mutual Insurance Company (142 participants).
How much does Doug A. Smith earn in commissions?
Insurers reported $800 in broker commissions paid to Doug A. Smith for plan year 2024, per Schedule A Part 1.
Where is Doug A. Smith located?
Doug A. Smith is based in Newberg, OR.

Source: Fundz verified event record.

Employer clients

Plan sponsors naming Doug A. Smith 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
Linfield UniversityOR4002025-03-31
Oregon Mutual Insurance CompanyOR1422024-12-31

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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)

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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.