Benefits broker of record · TIGARD, OR
DAVIDSON BENEFITS PLANNING/ALERA
DAVIDSON BENEFITS PLANNING/ALERA of TIGARD, OR is named as the broker of record on 3 insurance contracts in public Form 5500 Schedule A filings.
Contracts brokered
3
Book size
$10k–100k
States
OR
Clients on file
| Employer | Carrier | Renews |
|---|---|---|
| KAIZEN ASSET MANAGEMENT, LLC | MODA HEALTH PLAN | September |
| KAIZEN ASSET MANAGEMENT, LLC | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | September |
| KAIZEN ASSET MANAGEMENT, LLC | WILLAMETTE DENTAL INSURANCE, INC. | September |
Sourced from U.S. DOL EFAST2 Form 5500 · Schedule A