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Benefits Intelligence/Broker Directory/Washington

Susan B. Wright And Other Agents

Lake Tapps, WA

Susan B. Wright And Other Agents of Lake Tapps, WA is the broker of record on 1 Form 5500 Schedule A filings covering 1 employer benefit plans, with $280 in reported broker commissions (plan year 2024).

Employer clients
1
distinct plan sponsors
Schedule A filings
1
States served
1
Reported commissions
$280
plan year 2024

Quick answer

Susan B. Wright And Other Agents (Lake Tapps, 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 Susan B. Wright And Other Agents have?
Susan B. Wright And Other Agents is named as broker on Form 5500 Schedule A filings for 1 distinct plan sponsor.
Who are Susan B. Wright And Other Agents's largest employer clients?
By plan participants, the largest include Tal Holdings (505 participants).
How much does Susan B. Wright And Other Agents earn in commissions?
Insurers reported $280 in broker commissions paid to Susan B. Wright And Other Agents for plan year 2024, per Schedule A Part 1.
Where is Susan B. Wright And Other Agents located?
Susan B. Wright And Other Agents is based in Lake Tapps, WA.

Source: Fundz verified event record.

Employer clients

Plan sponsors naming Susan B. Wright And Other Agents 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
Tal HoldingsWA5052024-12-31

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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.