Form 5500 · Employee benefit plan · PORTLAND, OR
M FINANCIAL HOLDINGS INCORPORATED
M FINANCIAL HOLDINGS INCORPORATED's employee benefit plan is documented in its annual Form 5500 filing with the Department of Labor. Its broker of record is AON RISK INSURANCE SVCS WEST INC. Coverage is written through UNITEDHEALTHCARE INSURANCE COMPANY and 7 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 93-1189872 · plan 505 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| UNITEDHEALTHCARE INSURANCE COMPANY | — | 488 | December | $10,248 |
| UNUM LIFE INSURANCE COMPANY OF AMERICA | — | 1 | December | $4,935 |
| UNUM LIFE INSURANCE COMPANY OF AMERICA | Life, Disability | 281 | December | $3,577 |
| UNUM LIFE INSURANCE COMPANY OF AMERICA | — | 111 | December | $3,229 |
| UNUM LIFE INSURANCE COMPANY OF AMERICA | — | 1 | December | $2,366 |
| UNUM LIFE INSURANCE COMPANY OF AMERICA | Life | 97 | December | $0 |
| UNITEDHEALTHCARE INSURANCE COMPANY | Health, Vision | 534 | December | $0 |
| CASCADE CENTERS, INC. (CANOPY) | — | 285 | December | $0 |
Questions
Who is M FINANCIAL HOLDINGS INCORPORATED's benefits broker?
Per its most recent Form 5500 Schedule A, M FINANCIAL HOLDINGS INCORPORATED's broker of record is AON RISK INSURANCE SVCS WEST INC.
What insurance carrier does M FINANCIAL HOLDINGS INCORPORATED use?
M FINANCIAL HOLDINGS INCORPORATED's benefit plan is written through UNITEDHEALTHCARE INSURANCE COMPANY, among 8 disclosed carriers.
When does M FINANCIAL HOLDINGS INCORPORATED's group plan renew?
The most recent Schedule A policy period for M FINANCIAL HOLDINGS INCORPORATED ended in December. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from M FINANCIAL HOLDINGS INCORPORATED's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.