Benefits broker of record · MEDFORD, OR
PROPEL INSURANCE AGENCY, LLC
PROPEL INSURANCE AGENCY, LLC of MEDFORD, OR is named as the broker of record on 3 insurance contracts in public Form 5500 Schedule A filings.
One of 11 offices of PROPEL INSURANCE AGENCY LLC.
Book profile
PROPEL INSURANCE AGENCY, LLC brokers 3 insured contracts for 3 employers, all in Oregon.
Health is the largest line (3 contracts), followed by dental (2), vision (1).
AMERITAS LIFE INSURANCE CORP. writes the most contracts in the book (2, about 67%); REGENCE BLUECROSS BLUESHIELD OF OREGON follow.
Renewals concentrate on January 1: 67% of the dated welfare contracts have policy years ending in December, so most of the book comes up for review at once.
Contracts in the book, by the carrier that writes them. Largest first.
Counted by each employer's own state. Largest first.
Contracts by line.
health 3 · dental 2 · vision 1
Welfare contracts, counted by their typical renewal date (the 1st after the policy year ends). Annuity and GIC funding contracts have no renewal.
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Clients on file
| Employer | Location | Carrier | Renews |
|---|---|---|---|
| ADDICTIONS RECOVERY CENTER, INC. | MEDFORD, OR | REGENCE BLUECROSS BLUESHIELD OF OREGON | Jan 1FY2025 |
| LA CLINICA | MEDFORD, OR | AMERITAS LIFE INSURANCE CORP. | Jan 1FY2025 |
| LOSA LLC | PORTLAND, OR | AMERITAS LIFE INSURANCE CORP. | Apr 1FY2026 |
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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