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Benefits broker of record · EUGENE, OR

WHA INSURANCE AGENCY INC

WHA INSURANCE AGENCY INC of EUGENE, OR is named as the broker of record on 13 insurance contracts in public Form 5500 Schedule A filings.

Contracts brokered
13
Book size
$100k–1M
Office state
OR

13 contracts on file name WHA INSURANCE AGENCY INC 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

WHA INSURANCE AGENCY INC brokers 13 insured contracts for 6 employers, across 2 states, led by OR, CA.

Life is the largest line (6 contracts), followed by health (5), disability (5), dental (4).

PRINCIPAL LIFE INSURANCE COMPANY writes the most contracts in the book (4, about 31%); STANDARD INSURANCE COMPANY, OREGON DENTAL SERVICE DBA DELTA DENTAL PLAN OF OREGON, BLUE OF CALIFORNIA follow.

Renewals concentrate on January 1: 69% of the dated welfare contracts have policy years ending in December, so most of the book comes up for review at once.

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.

life 6 · health 5 · disability 5 · dental 4 · vision 3

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
BEST CARE TREATMENT SERVICESREDMOND, ORREGENCE BLUECROSS BLUESHIELD OF OREGONJan 1FY2024
SOUTH 49 HOLDINGS LTD.TUPMAN, CABLUE OF CALIFORNIAJan 1FY2025
GEM EQUIPMENT OF OREGON INC.WOODBURN, ORKAISER FOUNDATION HEALTH PLAN OF THE NORTHWESTJan 1FY2024
BEST CARE TREATMENT SERVICESREDMOND, ORPRINCIPAL LIFE INSURANCE COMPANYJan 1FY2024
OREGON TILTH, INC.CORVALLIS, ORPRINCIPAL LIFE INSURANCE COMPANYJan 1FY2024
Subscriber access
2

more employers in WHA INSURANCE AGENCY 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 · each row is that employer’s most recent filing, largest premium first (plan years 2024–2025 on this page)

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