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Sponsor portfolio

EXECUTIVE SECURITY SERVICES INC

EIN 20-1585973-security and investigations-Latest filing 2025
Plans
2
Retirement
1
$35K assets
Welfare
1
$267K premiums
Participants
225
10365 SE SUNNYSIDE ROAD, SUITE #340 - CLACKAMAS, OR 97015503-344-6488executivesecurityinc.comLinkedIn201-500 employeessecurity and investigations
Plans on this EIN
2 filings
#001401k-$35K - 96 part#501Fully Insured-$267K - 129 lives

Benefits portfolio analytics

1 plan / $267K premiums / 129 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Prescription drug$233K
  • Health$179K
  • Dental$54K
  • Life$31K
  • Other$31K
  • Vision$3K
Total $267K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
67%top
  • MODA HEALTH67%
  • KAISER FOUNDATION HEALTH PLAN INC20%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA10%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY2%
  • AMERITAS LIFE INSURANCE CORP.1%
Total $267K5 slices

Broker market share

Schedule A broker compensation

Split broker
50%top
  • DAVIDSON BENEFITS PLANNING LLC50%
  • HEARTSEASE LLC20%
  • WORKSITE BENEFITS GROUP INC10%
  • BENEFITS BY DESIGN INC6%
  • SUSAN J LEACH4%
  • +3 more
Total $20K8 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

EXECUTIVE SECURITY SERVICES, INC. 401(K) PSP

401k

Assets$35K
Participants96
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

EXECUTIVE SECURITY SERVICES INC EMPLOYEE BENEFITS PLAN

Fully Insured - MODA HEALTH

Premiums$267K
Covered lives129
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001EXECUTIVE SECURITY SERVICES, INC. 401(K) PSP401k$35K962024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501EXECUTIVE SECURITY SERVICES INC EMPLOYEE BENEFITS PLANFully InsuredMODA HEALTH$267K1292025
Retirement plans
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