Packard Wheeler Succession
Spokane, WA
Packard Wheeler Succession of Spokane, WA is the broker of record on 2 Form 5500 Schedule A filings covering 1 employer benefit plans, with $117,083 in reported broker commissions (plan year 2025).
Quick answer
Packard Wheeler Succession (Spokane, 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 Packard Wheeler Succession have?
- Packard Wheeler Succession is named as broker on Form 5500 Schedule A filings for 1 distinct plan sponsor.
- Who are Packard Wheeler Succession's largest employer clients?
- By plan participants, the largest include Coeur Dalene Paving, Inc. (259 participants).
- How much does Packard Wheeler Succession earn in commissions?
- Insurers reported $117,083 in broker commissions and $4,350 in fees paid to Packard Wheeler Succession for plan year 2025, per Schedule A Part 1.
- Where is Packard Wheeler Succession located?
- Packard Wheeler Succession is based in Spokane, WA.
Source: Fundz verified event record.
Employer clients
Plan sponsors naming Packard Wheeler Succession 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 |
|---|---|---|---|
| Coeur Dalene Paving, Inc. | ID | 259 | 2026-03-31 |
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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.