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Sponsor portfolio

CONCORA CREDIT INC.

EIN 20-1723773-financial services-Latest filing 2025
Plans
2
Retirement
1
$51.6M assets
Welfare
1
$438K premiums
Participants
1,425
14600 NW GREENBRIER PKWY - BEAVERTON, OR 970065745503-268-5833concoracredit.comLinkedIn501-1000 employeesfinancial services
Plans on this EIN
2 filings
#001401k-$51.6M - 762 part#501Mixed-$438K - 1,041 lives

Benefits portfolio analytics

1 plan / $438K premiums / 1,041 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$409K
  • Life$396K
  • Short-term disability$396K
  • Long-term disability$396K
  • Vision$29K
Total $438K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
90%top
  • PRUDENTIAL INSURANCE COMPANY OF AMERICA90%
  • EYEMED VISION CARE7%
  • CANOPY3%
Total $438K3 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • IMG100%
Total $1571 slice

Plan deep-dives

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

CONCORA CREDIT INC 401(K) PLAN

401k

Assets$51.6M
Participants762
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

CONCORA CREDIT INC. HEALTH AND WELFARE BENEFITS PLAN

Mixed - PRUDENTIAL INSURANCE COMPANY OF AMERICA

Premiums$438K
Covered lives1,041
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001CONCORA CREDIT INC 401(K) PLAN401k$51.6M7622025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501CONCORA CREDIT INC. HEALTH AND WELFARE BENEFITS PLANMixedPRUDENTIAL INSURANCE COMPANY OF AMERICA$438K1,0412025
Retirement plans
Welfare plans
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