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Benefits broker of record · LAKE OSWEGO, OR

INTERMEDIARY SERVICES LLC

INTERMEDIARY SERVICES LLC of LAKE OSWEGO, OR is named as the broker of record on 22 insurance contracts in public Form 5500 Schedule A filings.

One of 2 offices of INTERMEDIARY SERVICES LLC.

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

22 contracts on file name INTERMEDIARY SERVICES LLC 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

INTERMEDIARY SERVICES LLC brokers 22 insured contracts for 7 employers, across 3 states, led by OR, CA, WA.

Disability is the largest line (8 contracts), followed by life (7), dental (2), health (1).

UNITED OF OMAHA LIFE INSURANCE COMPANY writes the most contracts in the book (16, about 73%); METROPOLITAN LIFE INSURANCE COMPANY, ARAG INSURANCE COMPANY, COLONIAL LIFE & ACCIDENT INSURANCE COMPANY follow.

Renewals are spread through the year; January 1 renewals (policy year ends December) are the largest group, at 45% of the dated welfare contracts.

Carriers in the book

Contracts in the book, by the carrier that writes them. Largest first.

CarrierContracts
Contracts by employer state

Counted by each employer's own state. Largest first.

StateContracts
Lines of coverage

Contracts by line.

disability 8 · life 7 · dental 2 · health 1 · vision 1

Renewals by month

Welfare contracts, counted by their typical renewal date (the 1st after the policy year ends). Annuity and GIC funding contracts have no renewal.

  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
FUERST GROUP INC, KEEN INC, CHROME INDUSTRIES, AND PROJECT PM, LLCMENLO PARK, CAUNITED OF OMAHA LIFE INSURANCE COMPANYJan 1FY2025
FUERST GROUP INC, KEEN INC, CHROME INDUSTRIES, AND PROJECT PM, LLCMENLO PARK, CAUNITED OF OMAHA LIFE INSURANCE COMPANYJan 1FY2025
POWELL'S BOOKS, INC. HEALTH BENEFIT PLANPORTLAND, ORUNITED OF OMAHA LIFE INSURANCE COMPANYJan 2FY2026
NORTH BEND MEDICAL CENTERCOOS BAY, ORCOLONIAL LIFE & ACCIDENT INSURANCE COMPANYJan 1FY2025
FUERST GROUP INC, KEEN INC, CHROME INDUSTRIES, AND PROJECT PM, LLCMENLO PARK, CAUNITED OF OMAHA LIFE INSURANCE COMPANYJan 1FY2025
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Sourced from U.S. DOL EFAST2 Form 5500 · Schedule A · each row is that employer’s most recent filing, largest premium first (plan years 2025–2026 on this page)

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