George Mcinnis Ins. & Fin. Svcs.
Portland, OR
George Mcinnis Ins. & Fin. Svcs. of Portland, OR is the broker of record on 1 Form 5500 Schedule A filings covering 1 employer benefit plans, with $296 in reported broker commissions (plan year 2024).
Quick answer
George Mcinnis Ins. & Fin. Svcs. (Portland, OR) is the broker of record for 1 employer benefit plan sponsor on 1 Form 5500 Schedule A filing, plan year 2024.
- How many employer clients does George Mcinnis Ins. & Fin. Svcs. have?
- George Mcinnis Ins. & Fin. Svcs. is named as broker on Form 5500 Schedule A filings for 1 distinct plan sponsor.
- Who are George Mcinnis Ins. & Fin. Svcs.'s largest employer clients?
- By plan participants, the largest include Self Enhancement, Inc. (159 participants).
- How much does George Mcinnis Ins. & Fin. Svcs. earn in commissions?
- Insurers reported $296 in broker commissions paid to George Mcinnis Ins. & Fin. Svcs. for plan year 2024, per Schedule A Part 1.
- Where is George Mcinnis Ins. & Fin. Svcs. located?
- George Mcinnis Ins. & Fin. Svcs. is based in Portland, OR.
Source: Fundz verified event record.
Employer clients
Plan sponsors naming George Mcinnis Ins. & Fin. Svcs. on a Form 5500 Schedule A, largest first. Sponsor name, state, participant count and plan year end come directly from the filing.
| Employer | State | Participants | Plan year end |
|---|---|---|---|
| Self Enhancement, Inc. | OR | 159 | 2024-12-31 |
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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.