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

M Holdings Securities Inc.

Portland, OR

M Holdings Securities Inc. collected $5,993 in commissions and fees from 2 employer health plans in plan year 2024 filings, ranking #8862 among 12,126 brokers named in the public record. Most of its named clients are in Washington.

Commissions + fees
$5,993
$5,993 commissions · $0 fees
Employer plans
2
2 contracts
Rank
#8862
top 73% 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
Perkins Coie LLP · Washington$5,9932,491
TCW LLC · California$0641

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.

1 plans
1 plans

How much does M Holdings Securities Inc. earn from employer health plans?

In plan year 2024 filings, employers reported paying M Holdings Securities Inc. $5,993: $5,993 in commissions and $0 in fees, across 2 insurance contracts at 2 employers. That ranks #8862 of 12,126 brokers in the public record.

What commission rate is paid on plans M Holdings Securities Inc. brokers?

Not enough fully insured medical plans name M Holdings Securities Inc. as the sole broker to compute a stable rate. The national median is 3.8% of premium.

Which employers use M Holdings Securities Inc.?

The largest reported payers in 2024 were Perkins Coie LLP, TCW LLC. Washington is its biggest state by employer count (1 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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A WellthCare benefits specialist reads your Form 5500 the way a fiduciary reviewer would and writes up what to take to your broker before renewal. Free, from the public record only.