Benefits brokerage · 2 offices
INTERMEDIARY SERVICES LLC
INTERMEDIARY SERVICES LLC is named as the broker of record on 25 insurance contracts across its 2 offices in public Form 5500 Schedule A filings.
Offices
Largest book first.
A contract that names two offices of this firm is counted on each of their rows, so this column adds up to more than the firm's own total. The total counts each contract once.
| City | State | Contracts |
|---|---|---|
| LAKE OSWEGO | OR | 22 |
| SALEM | OR | 3 |
Book profile
INTERMEDIARY SERVICES LLC brokers 25 insured contracts for 7 employers, across 3 states, led by OR, CA, WA.
Life is the largest line (9 contracts), followed by disability (9), dental (2), health (1).
UNITED OF OMAHA LIFE INSURANCE COMPANY writes the most contracts in the book (16, about 64%); RELIANCE STANDARD LIFE INSURANCE COMPANY, METROPOLITAN LIFE INSURANCE COMPANY, ARAG INSURANCE COMPANY follow.
Renewals concentrate on January 1: 52% 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.
life 9 · disability 9 · dental 2 · health 1 · vision 1
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 | Office | Carrier | Renews |
|---|---|---|---|---|
| FUERST GROUP INC, KEEN INC, CHROME INDUSTRIES, AND PROJECT PM, LLC | MENLO PARK, CA | LAKE OSWEGO, OR | UNITED OF OMAHA LIFE INSURANCE COMPANY | Jan 1FY2025 |
| FUERST GROUP INC, KEEN INC, CHROME INDUSTRIES, AND PROJECT PM, LLC | MENLO PARK, CA | LAKE OSWEGO, OR | UNITED OF OMAHA LIFE INSURANCE COMPANY | Jan 1FY2025 |
| POWELL'S BOOKS, INC. HEALTH BENEFIT PLAN | PORTLAND, OR | LAKE OSWEGO, OR | UNITED OF OMAHA LIFE INSURANCE COMPANY | Jan 2FY2026 |
| NORTH BEND MEDICAL CENTER | COOS BAY, OR | LAKE OSWEGO, OR | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | Jan 1FY2025 |
| FUERST GROUP INC, KEEN INC, CHROME INDUSTRIES, AND PROJECT PM, LLC | MENLO PARK, CA | LAKE OSWEGO, OR | UNITED OF OMAHA LIFE INSURANCE COMPANY | Jan 1FY2025 |
more employers in INTERMEDIARY SERVICES LLC's book
See the full client list across every office, 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 2025–2026 on this page)