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 23 insurance contracts in public Form 5500 Schedule A filings.
Contracts brokered
23
Book size
$100k–1M
States
OR
Clients on file
| Employer | Carrier | Renews |
|---|---|---|
| CLISE AGENCY, INC. | VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY | December |
| VISCOUNT PROPERTIES II, LLC DBA FOX AUTO GROUP | JOHN HANCOCK LIFE INSURANCE COMPANY (USA) | December |
| MY WAY HOLDINGS, LLC | TRANSAMERICA LIFE INSURANCE COMPANY | December |
| FIELD PAYROLL, LLC | JOHN HANCOCK LIFE INSURANCE COMPANY USA | December |
| MCMILLAN ELECTRIC COMPANY | MINNESOTA LIFE INSURANCE COMPANY | July |
Subscriber access
18 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