Strategy Insurance, LLC
Troutdale, OR
Strategy Insurance, LLC of Troutdale, OR is the broker of record on 6 Form 5500 Schedule A filings covering 3 employer benefit plans across 2 states, with $30,091 in reported broker commissions (plan year 2025).
Quick answer
Strategy Insurance, LLC (Troutdale, OR) is the broker of record for 3 employer benefit plan sponsors on 6 Form 5500 Schedule A filings, plan year 2025.
- How many employer clients does Strategy Insurance, LLC have?
- Strategy Insurance, LLC is named as broker on Form 5500 Schedule A filings for 3 distinct plan sponsors in 2 states.
- Who are Strategy Insurance, LLC's largest employer clients?
- By plan participants, the largest include United Employers Association (1,170 participants) and Mid Columbia Children'S Council (110 participants).
- How much does Strategy Insurance, LLC earn in commissions?
- Insurers reported $30,091 in broker commissions and $1,323 in fees paid to Strategy Insurance, LLC for plan year 2025, per Schedule A Part 1.
- Where is Strategy Insurance, LLC located?
- Strategy Insurance, LLC is based in Troutdale, OR and has employer clients in 2 states.
Source: Fundz verified event record.
Employer clients
Plan sponsors naming Strategy Insurance, LLC 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 |
|---|---|---|---|
| United Employers Association | OR | 1,170 | 2025-12-31 |
| Mid Columbia Children'S Council | OR | 110 | 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.