Benefits broker of record · PORTLAND, OR
PROPEL INSURANCE AGENCY, LLC
PROPEL INSURANCE AGENCY, LLC of PORTLAND, OR is named as the broker of record on 7 insurance contracts in public Form 5500 Schedule A filings.
One of 11 offices of PROPEL INSURANCE AGENCY LLC.
7 contracts on file name PROPEL INSURANCE AGENCY, 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
PROPEL INSURANCE AGENCY, LLC brokers 7 insured contracts for 5 employers, across 2 states, led by WA, OR.
Dental is the largest line (4 contracts), followed by health (3), disability (3), life (2).
KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST writes the most contracts in the book (2, about 29%); SYMETRA LIFE INSURANCE COMPANY, DELTA DENTAL OF WASHINGTON, THE LINCOLN NATIONAL LIFE INSURANCE COMPANY follow.
Renewals concentrate on January 1: 57% 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.
dental 4 · health 3 · disability 3 · life 2
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 |
|---|---|---|---|
| KOELSCH SENIOR COMMUNITIES | OLYMPIA, WA | KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST | Sep 1FY2025 |
| MANSON CONSTRUCTION CO. | SEATTLE, WA | SYMETRA LIFE INSURANCE COMPANY | Jan 1FY2025 |
| MANSON CONSTRUCTION CO. | SEATTLE, WA | SYMETRA LIFE INSURANCE COMPANY | Jan 1FY2024 |
| HABITAT FOR HUMANITY PORTLAND METRO/EAST | PORTLAND, OR | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | Jan 1FY2025 |
| SEA CREATURES, LLC | SEATTLE, WA | DELTA DENTAL OF WASHINGTON | Apr 1FY2025 |
more contracts in PROPEL INSURANCE AGENCY, LLC'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 · each row is that employer’s most recent filing, largest premium first (plan years 2024–2025 on this page)
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