Jeffrey Hale
Christmas Valley, OR
Jeffrey Hale of Christmas Valley, OR is the broker of record on 1 Form 5500 Schedule A filings covering 1 employer benefit plans, with $6,136 in reported broker commissions (plan year 2025).
Quick answer
Jeffrey Hale (Christmas Valley, OR) is the broker of record for 1 employer benefit plan sponsor on 1 Form 5500 Schedule A filing, plan year 2025.
- How many employer clients does Jeffrey Hale have?
- Jeffrey Hale is named as broker on Form 5500 Schedule A filings for 1 distinct plan sponsor.
- Who are Jeffrey Hale's largest employer clients?
- By plan participants, the largest include Oregon Supported Living Program (173 participants).
- How much does Jeffrey Hale earn in commissions?
- Insurers reported $6,136 in broker commissions and $4,858 in fees paid to Jeffrey Hale for plan year 2025, per Schedule A Part 1.
- Where is Jeffrey Hale located?
- Jeffrey Hale is based in Christmas Valley, OR.
Source: Fundz verified event record.
Employer clients
Plan sponsors naming Jeffrey Hale 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 |
|---|---|---|---|
| Oregon Supported Living Program | OR | 173 | 2025-12-31 |
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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.