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Benefits broker of record · PORTLAND, OR

DURHAM & BATES AGENCIES INC

DURHAM & BATES AGENCIES INC of PORTLAND, OR is named as the broker of record on 22 insurance contracts in public Form 5500 Schedule A filings.

Contracts brokered
22
Book size
$100k–1M
States
OR

Book profile

DURHAM & BATES AGENCIES INC brokers 22 insured contracts for 6 employers covering 3,321 people, across 2 states, led by OR, VA.

Life is the largest line (5 contracts), followed by disability (5), health (4), dental (3).

UNITED OF OMAHA LIFE INSURANCE COMPANY writes the most contracts in the book (8, about 36%); UNUM LIFE INSURANCE COMPANY OF AMERICA, OREGON DENTAL SERVICE DBA DELTA DENTAL PLAN OF OREGON, OREGON DENTAL SERVICES DBA DELTA DENTAL PLAN OF OREGON follow.

Renewals are spread through the year; November is the busiest month at 36% of contracts.

Employer states
Lines of coverage

life 5 · disability 5 · health 4 · dental 3 · vision 2

Renewals by month
  1. J
  2. F
  3. M
  4. A
  5. M
  6. J
  7. J
  8. A
  9. S
  10. O
  11. N
  12. D

Clients on file

EmployerLocationCarrierRenews
LIGHTSPEED NETWORKS, INC.PORTLAND, ORREGENCE BLUECROSS BLUESHIELD OF OREGONDecember
VANDERHOUWENPORTLAND, ORUNITED HEALTHCAREINSURANCE COMPANYNovember
EYEHEALTH NORTHWEST PCMILWAUKIE, OROREGON DENTAL SERVICE DBA DELTA DENTAL PLAN OF OREGONDecember
HALLMARK INNS & RESORTS, INC.LAKE OSWEGO, ORCIGNA HEALTH AND LIFE INSURANCE COMPANYJune
EYEHEALTH NORTHWEST PCMILWAUKIE, ORUNITED OF OMAHA LIFE INSURANCE COMPANYDecember
Subscriber access
15

more plans in DURHAM & BATES AGENCIES 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