Benefits broker of record · PORTLAND, OR
BROWN & BROWN INSURANCE SERVICES
BROWN & BROWN INSURANCE SERVICES of PORTLAND, OR is named as the broker of record on 54 insurance contracts in public Form 5500 Schedule A filings.
One of 98 offices of BROWN & BROWN INSURANCE SERVICES.
54 contracts on file name BROWN & BROWN INSURANCE SERVICES as broker of record. The full book with premiums and commissions is on the subscriber view of this page, or through the Form5500Lookup connector for ChatGPT and Claude.
Book profile
BROWN & BROWN INSURANCE SERVICES brokers 54 insured contracts for 28 employers, across 3 states, led by OR, WA, CO.
Disability is the largest line (18 contracts), followed by vision (16), life (16), dental (12).
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA writes the most contracts in the book (9, about 17%); STANDARD INSURANCE COMPANY, UNUM LIFE INSURANCE COMPANY OF AMERICA, AMERITAS LIFE INSURANCE CORP. follow.
Renewals concentrate on January 1: 65% of the dated welfare contracts have policy years ending in December, so most of the book comes up for review at once.
Contracts in the book, by the carrier that writes them. Largest first.
Counted by each employer's own state. Largest first.
Contracts by line.
disability 18 · vision 16 · life 16 · dental 12 · health 6
Welfare contracts, counted by their typical renewal date (the 1st after the policy year ends). Annuity and GIC funding contracts have no renewal.
- J
- F
- M
- A
- M
- J
- J
- A
- S
- O
- N
- D
Clients on file
| Employer | Location | Carrier | Renews |
|---|---|---|---|
| ADVANTAGE SERVICES GROUP | LITTLETON, CO | AETNA LIFE INSURANCE COMPANY | Jan 1FY2024 |
| A & A QUALITY APPLIANCE, INC. | THORNTON, CO | KAISER FOUNDATION HEALTH PLAN OF COLORADO | Jan 1FY2025 |
| COMMUNITY SERVICES, INC. | PORTLAND, OR | AETNA LIFE INSURANCE COMPANY | Jul 1FY2025 |
| UMPQUA COMMUNITY HEALTH CENTERS, INC. | ROSEBURG, OR | AMERITAS LIFE INSURANCE CORP. | Jan 1FY2025 |
| NEXGEN TEAM, LLC | PORTLAND, OR | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | Jan 1FY2025 |
more employers in BROWN & BROWN INSURANCE SERVICES'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 · each row is that employer’s most recent filing, largest premium first (plan years 2024–2025 on this page)
Claude & ChatGPT
Look up records from Claude or ChatGPT
Add Form5500Lookup to Claude or ChatGPT and ask about any employer, broker or carrier in plain English. Lookups are free. Renewal lists, full books of business and exports are included with a subscription.
Building a list or a tool from these records? Match a list you already have from $29 per 1,000 records, or license the whole dataset as a weekly file for $499 a month. See both