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Benefits Intelligence/Broker Directory/Washington

Nathan Henley

Lakewood, WA

Nathan Henley of Lakewood, WA is the broker of record on 1 Form 5500 Schedule A filings covering 1 employer benefit plans, with $245 in reported broker commissions (plan year 2024).

Employer clients
1
distinct plan sponsors
Schedule A filings
1
States served
1
Reported commissions
$245
plan year 2024
Reported fees
$2,561

Quick answer

Nathan Henley (Lakewood, WA) 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 Nathan Henley have?
Nathan Henley is named as broker on Form 5500 Schedule A filings for 1 distinct plan sponsor.
Who are Nathan Henley's largest employer clients?
By plan participants, the largest include Refreshing Usa.
How much does Nathan Henley earn in commissions?
Insurers reported $245 in broker commissions and $2,561 in fees paid to Nathan Henley for plan year 2024, per Schedule A Part 1.
Where is Nathan Henley located?
Nathan Henley is based in Lakewood, WA.

Source: Fundz verified event record.

Employer clients

Plan sponsors naming Nathan Henley 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
Refreshing UsaWA02024-07-31

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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.