Weis & Associates
Stayton, OR
Weis & Associates of Stayton, OR is the broker of record on 11 Form 5500 Schedule A filings covering 5 employer benefit plans, with $432,975 in reported broker commissions (plan year 2025).
Quick answer
Weis & Associates (Stayton, OR) is the broker of record for 5 employer benefit plan sponsors on 11 Form 5500 Schedule A filings, plan year 2025.
- How many employer clients does Weis & Associates have?
- Weis & Associates is named as broker on Form 5500 Schedule A filings for 5 distinct plan sponsors.
- Who are Weis & Associates's largest employer clients?
- By plan participants, the largest include Freres Lumber Co., Inc. (405 participants), Knife River Corporation Western Oregon Division (396 participants) and Emery & Sons Construction Group,LLC (201 participants).
- How much does Weis & Associates earn in commissions?
- Insurers reported $432,975 in broker commissions and $6,062 in fees paid to Weis & Associates for plan year 2025, per Schedule A Part 1.
- Where is Weis & Associates located?
- Weis & Associates is based in Stayton, OR.
- How does Weis & Associates rank among benefits brokers in Oregon?
- Weis & Associates ranks #49 by employer clients among the 50 most active benefits brokers based in Oregon.
Source: Fundz verified event record.
Employer clients
Plan sponsors naming Weis & Associates 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 |
|---|---|---|---|
| Freres Lumber Co., Inc. | OR | 405 | 2026-05-31 |
| Knife River Corporation Western Oregon Division | OR | 396 | 2024-12-31 |
| Emery & Sons Construction Group,LLC | OR | 201 | 2025-05-31 |
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 walkthroughKnow 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.
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)
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.