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Form 5500 · Employee benefit plan · PORTLAND, OR

AFFINITY PROPERTY MANAGEMENT

AFFINITY PROPERTY MANAGEMENT's employee benefit plan is documented in its annual Form 5500 filing with the Department of Labor. Its broker of record is LEONARD ADAMS INSURANCE INC. Coverage is written through UNITEDHEALTHCARE INSURANCE COMPANY and 2 other carriers. The plan's most recent policy period ended in June.

Benefits broker of record
Plan renews
June

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 75-3113870 · plan 501 · as of Jul 2026

Participants
269
Carriers on file
3
Disclosed commissions
$17,512
Renewal month
June

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsCommission
UNITEDHEALTHCARE INSURANCE COMPANYLife170June$10,132
UNITEDHEALTHCARE INSURANCE COMPANYHealth, Dental, Vision377June$6,821
AMERICAN HERITAGE LIFE INSURANCE COMPANY15June$559

Questions

Who is AFFINITY PROPERTY MANAGEMENT's benefits broker?

Per its most recent Form 5500 Schedule A, AFFINITY PROPERTY MANAGEMENT's broker of record is LEONARD ADAMS INSURANCE INC.

What insurance carrier does AFFINITY PROPERTY MANAGEMENT use?

AFFINITY PROPERTY MANAGEMENT's benefit plan is written through UNITEDHEALTHCARE INSURANCE COMPANY, among 3 disclosed carriers.

When does AFFINITY PROPERTY MANAGEMENT's group plan renew?

The most recent Schedule A policy period for AFFINITY PROPERTY MANAGEMENT ended in June. Group plans typically renew on the same annual cycle.

Where does this data come from?

All figures are drawn from AFFINITY PROPERTY MANAGEMENT's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.