Form 5500 · Employee benefit plan · PORTLAND, OR
WILLISTON FINANCIAL GROUP, LLC
WILLISTON FINANCIAL GROUP, LLC of PORTLAND, OR files a Form 5500 with the U.S. Department of Labor disclosing its employee benefit plan. Its broker of record is KIBBLE AND PRENTICE HOLDING COMPANY. Coverage is written through CONTINENTAL AMERICAN INSURANCE COMPANY and 8 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 27-1434397 · plan 501 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| CONTINENTAL AMERICAN INSURANCE COMPANY | — | 533 | December | $88,834 |
| LIFE INSURANCE COMPANY OF NORTH AMERICA | Life, Disability | 1,334 | December | $57,301 |
| KAISER FOUNDATION HEALTH PLAN, INC. | Health | 181 | December | $43,699 |
| OREGON DENTAL SERVICE DBA DELTA DENTAL PLAN OF OREGON | Dental | 2,369 | December | $39,102 |
| KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST | Health | 112 | December | $21,642 |
| KAISER FOUNDATION HEALTH PLAN OF WASHINGTON | Health | 88 | December | $12,375 |
| VISION SERVICE PLAN | Vision | 1,105 | December | $3,690 |
| KAISER FOUNDATION HEALTH PLAN OF COLORADO | Health | 16 | December | $2,702 |
| CANOPY EAP | — | 1,370 | December | $0 |
Questions
Who is WILLISTON FINANCIAL GROUP, LLC's benefits broker?
Per its most recent Form 5500 Schedule A, WILLISTON FINANCIAL GROUP, LLC's broker of record is KIBBLE AND PRENTICE HOLDING COMPANY.
What insurance carrier does WILLISTON FINANCIAL GROUP, LLC use?
WILLISTON FINANCIAL GROUP, LLC's benefit plan is written through CONTINENTAL AMERICAN INSURANCE COMPANY, among 9 disclosed carriers.
When does WILLISTON FINANCIAL GROUP, LLC's group plan renew?
The most recent Schedule A policy period for WILLISTON FINANCIAL GROUP, LLC ended in December. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from WILLISTON FINANCIAL GROUP, LLC's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.