BenefitsLedger
Benefits broker · Plan year 2024 · Form 5500 Schedule A

Davidson Benefits Planning

Tigard, OR

Davidson Benefits Planning collected $2.2M in commissions and fees from 48 employer health plans in plan year 2024 filings, ranking #219 among 12,126 brokers named in the public record. Most of its named clients are in Oregon.

Commissions + fees
$2.2M
$1.8M commissions · $401,489 fees
Employer plans
48
147 contracts
Rank
#219
top 2% of 12,126 brokers
Median rate
n/a
fewer than 10 insured medical plans

Largest clients

Employers whose filings reported the most compensation to this broker.

EmployerPaid to brokerParticipants
Cascadia Healthcare, LLC · Idaho$270,3682,512
Reser's Fine Foods, Inc. · Oregon$172,2493,508
Corvel Corporation · Oregon$165,6584,147
Springbrook Holding Company, LLC · Oregon$137,737153
Consulenti, LLC dba Arete Living · Oregon$121,391391
Ohsu Foundation · Oregon$121,008119
Prodapt North America Inc · Oregon$103,342175
Linfield University · Oregon$97,380405
McMenamins, Inc · Oregon$73,676835
Latino Network · Oregon$72,256228
Royal Moore Buick GMC Inc · Oregon$62,807177
Ohana Ventures, LLC · Oregon$62,238771
Coho Distributing, LLC, dba Columbia Distributing · Oregon$60,6942,859
States Industries, LLC · Oregon$57,482283
Marion Ag Service, Inc · Oregon$50,653122
Zupan Enterprises Oregon Inc · Oregon$43,405182
Sapphire Health Services · Oregon$39,766879
Artegan LLC · Washington$39,488116
North Pacific Management · Washington$37,991137
Plexsys Interface Products Inc · Washington$37,521202
French International School of Oregon · Oregon$34,390139
Fortis Construction, Inc. · Oregon$32,862392
On Inc · Oregon$32,500456
Fire SKY Lodging Solutions · Oregon$29,493203
Virginia Garcia Memorial Health Center · Oregon$27,875597

Source: DOL Form 5500 Schedule A Part I, plan year 2024, grouped by broker name as filed. Dataset built October 24, 2026.

Where its clients are

Employer plans naming this broker, by employer state.

39 plans
7 plans
1 plans
1 plans

How much does Davidson Benefits Planning earn from employer health plans?

In plan year 2024 filings, employers reported paying Davidson Benefits Planning $2,236,748: $1,835,259 in commissions and $401,489 in fees, across 147 insurance contracts at 48 employers. That ranks #219 of 12,126 brokers in the public record.

What commission rate is paid on plans Davidson Benefits Planning brokers?

Not enough fully insured medical plans name Davidson Benefits Planning as the sole broker to compute a stable rate. The national median is 3.8% of premium.

Which employers use Davidson Benefits Planning?

The largest reported payers in 2024 were Cascadia Healthcare, LLC, Reser's Fine Foods, Inc., Corvel Corporation. Oregon is its biggest state by employer count (39 plans).

Amounts are what employers reported on their own filings. They do not include compensation from carriers that is not tied to a specific contract, and names are grouped exactly as filed, so related entities can appear separately. How this record is built.

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