Benefits broker of record · PORTLAND, OR
M HOLDINGS SECURITIES INC.
M HOLDINGS SECURITIES INC. of PORTLAND, OR is named as the broker of record on 26 insurance contracts in public Form 5500 Schedule A filings.
Contracts brokered
26
Book size
$100k–1M
States
OR
Clients on file
| Employer | Location | Carrier | Renews |
|---|---|---|---|
| CLISE AGENCY, INC. | SEATTLE, WA | VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY | December |
| VISCOUNT PROPERTIES II, LLC DBA FOX AUTO GROUP | EL PASO, TX | JOHN HANCOCK LIFE INSURANCE COMPANY (USA) | December |
| MY WAY HOLDINGS, LLC | SUNLAND PARK, NM | TRANSAMERICA LIFE INSURANCE COMPANY | December |
| FIELD PAYROLL, LLC | GAITHERSBURG, MD | JOHN HANCOCK LIFE INSURANCE COMPANY USA | December |
| MCMILLAN ELECTRIC COMPANY | WOODVILLE, WI | MINNESOTA LIFE INSURANCE COMPANY | July |
Subscriber access
21 more plans in M HOLDINGS SECURITIES 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