Montgomery & Graham, Inc
Montgomery & Graham, Inc collected $19,926 in commissions and fees from 4 employer health plans in plan year 2024 filings, ranking #7687 among 12,126 brokers named in the public record. Most of its named clients are in Oregon.
Largest clients
Employers whose filings reported the most compensation to this broker.
| Employer | Paid to broker | Participants |
|---|---|---|
| Visiting Media · Oregon | $16,114 | 112 |
| The Management Group dba TMG · Washington | $2,866 | 184 |
| Willamette University · Oregon | $892 | 497 |
| Direct Marketing Solutions, Inc. · Oregon | $54 | 219 |
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.
How much does Montgomery & Graham, Inc earn from employer health plans?
In plan year 2024 filings, employers reported paying Montgomery & Graham, Inc $19,926: $9,160 in commissions and $10,766 in fees, across 8 insurance contracts at 4 employers. That ranks #7687 of 12,126 brokers in the public record.
What commission rate is paid on plans Montgomery & Graham, Inc brokers?
Not enough fully insured medical plans name Montgomery & Graham, Inc as the sole broker to compute a stable rate. The national median is 3.8% of premium.
Which employers use Montgomery & Graham, Inc?
The largest reported payers in 2024 were Visiting Media, The Management Group dba TMG, Willamette University. Oregon is its biggest state by employer count (3 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.