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Benefits Intelligence/Broker Directory/Washington

Nancy L. Waldner

Bellevue, WA

Nancy L. Waldner of Bellevue, WA is the broker of record on 2 Form 5500 Schedule A filings covering 1 employer benefit plans, with $708 in reported broker commissions (plan year 2025).

Employer clients
1
distinct plan sponsors
Schedule A filings
2
States served
1
Reported commissions
$708
plan year 2025

Quick answer

Nancy L. Waldner (Bellevue, WA) is the broker of record for 1 employer benefit plan sponsor on 2 Form 5500 Schedule A filings, plan year 2025.

How many employer clients does Nancy L. Waldner have?
Nancy L. Waldner is named as broker on Form 5500 Schedule A filings for 1 distinct plan sponsor.
Who are Nancy L. Waldner's largest employer clients?
By plan participants, the largest include Tube Art Displays Inc (121 participants).
How much does Nancy L. Waldner earn in commissions?
Insurers reported $708 in broker commissions paid to Nancy L. Waldner for plan year 2025, per Schedule A Part 1.
Where is Nancy L. Waldner located?
Nancy L. Waldner is based in Bellevue, WA.

Source: Fundz verified event record.

Employer clients

Plan sponsors naming Nancy L. Waldner 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
Tube Art Displays IncWA1212025-12-31

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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.