Isaacson Insurance Agency LLC
West Linn, OR
Isaacson Insurance Agency LLC of West Linn, OR is the broker of record on 63 Form 5500 Schedule A filings covering 46 employer benefit plans across 10 states, with $93,884 in reported broker commissions (plan year 2025).
Quick answer
Isaacson Insurance Agency LLC (West Linn, OR) is the broker of record for 46 employer benefit plan sponsors on 63 Form 5500 Schedule A filings, plan year 2025.
- How many employer clients does Isaacson Insurance Agency LLC have?
- Isaacson Insurance Agency LLC is named as broker on Form 5500 Schedule A filings for 46 distinct plan sponsors in 10 states.
- Who are Isaacson Insurance Agency LLC's largest employer clients?
- By plan participants, the largest include The Pape Group, Inc. (4,118 participants), Tohono O'Odham Gaming Enterprise (3,599 participants) and The Goodman Group, Inc. (1,118 participants).
- How much does Isaacson Insurance Agency LLC earn in commissions?
- Insurers reported $93,884 in broker commissions and $22,557 in fees paid to Isaacson Insurance Agency LLC for plan year 2025, per Schedule A Part 1.
- Where is Isaacson Insurance Agency LLC located?
- Isaacson Insurance Agency LLC is based in West Linn, OR and has employer clients in 10 states.
- How does Isaacson Insurance Agency LLC rank among benefits brokers in Oregon?
- Isaacson Insurance Agency LLC ranks #7 by employer clients among the 50 most active benefits brokers based in Oregon.
Source: Fundz verified event record.
Employer clients
Plan sponsors naming Isaacson Insurance Agency LLC 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 |
|---|---|---|---|
| The Pape Group, Inc. | OR | 4,118 | 2025-12-31 |
| Tohono O'Odham Gaming Enterprise | AZ | 3,599 | 2025-12-31 |
| The Goodman Group, Inc. | MN | 1,118 | 2024-12-31 |
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 walkthroughKnow 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.
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)
- Kpd Insurance, LLC: 32 employer clients, $720,677 reported commissions (Springfield)
- M Holdings Securities Inc: 28 employer clients, $463,308 reported commissions (Portland)
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.