Fundz
Fundz
Benefits Intelligence/Broker Directory/Oregon

Noah Kyle Bailey

Medford, OR

Noah Kyle Bailey of Medford, OR is the broker of record on 2 Form 5500 Schedule A filings covering 1 employer benefit plans, with $262 in reported broker commissions (plan year 2025).

Employer clients
1
distinct plan sponsors
Schedule A filings
2
States served
1
Reported commissions
$262
plan year 2025

Quick answer

Noah Kyle Bailey (Medford, OR) 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 Noah Kyle Bailey have?
Noah Kyle Bailey is named as broker on Form 5500 Schedule A filings for 1 distinct plan sponsor.
Who are Noah Kyle Bailey's largest employer clients?
By plan participants, the largest include Peak Credit Union (835 participants).
How much does Noah Kyle Bailey earn in commissions?
Insurers reported $262 in broker commissions paid to Noah Kyle Bailey for plan year 2025, per Schedule A Part 1.
Where is Noah Kyle Bailey located?
Noah Kyle Bailey is based in Medford, OR.

Source: Fundz verified event record.

Employer clients

Plan sponsors naming Noah Kyle Bailey 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
Peak Credit UnionWA8352025-12-31

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 walkthrough

Know 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.

Get Strategic →Start nowBook a 15-min walkthrough

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)
  • Isaacson Insurance Agency LLC: 46 employer clients, $93,884 reported commissions (West Linn)
  • Kpd Insurance, LLC: 32 employer clients, $720,677 reported commissions (Springfield)

All brokers in Oregon →

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.