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Benefits broker of record · PORTLAND, OR

ADVOCATE, INC.

ADVOCATE, INC. of PORTLAND, OR is named as the broker of record on 4 insurance contracts in public Form 5500 Schedule A filings.

Contracts brokered
4
Book size
$100k–1M
States
OR

Clients on file

EmployerLocationCarrierRenews
GENESIS RESEARCH LLCHOBOKEN, NJPRINCIPAL LIFE INSURANCE COMPANYDecember
CRAFTY APES LLCEL SEGUNDO, CAPRINCIPAL LIFE INSURANCE COMPANYDecember
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2 more plans in ADVOCATE, INC.'s book

See the full client list with carriers, renewal dates, and disclosed commissions — plus the renewal calendar and export.

Sourced from U.S. DOL EFAST2 Form 5500 · Schedule A