Sponsor portfolio

PAVILION PROPERTIES, LLC

EIN 20-8758563ConstructionLatest filing 2024

Plans

Retirement

$9.9M assets

Welfare

$971K premiums

Participants

266

15455 HALLMARK DRIVE, SUITE 200 - LAKE OSWEGO, OR 97035503-290-5005

Plans on this EIN

3 filings

#001401k-$8.3M - 54 part #002401k-$1.6M - 108 part #501Fully Insured-$971K - 155 lives

Retirement portfolio analytics

2 plans aggregated / $9.9M assets / 162 participants

Assets by plan

Share of aggregate retirement assets

84%top

Participants by plan

Active + retired + deferred vested

Benefits portfolio analytics

1 plan / $971K premiums / 155 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

Health$816K
Prescription drug$816K
Dental$156K
Vision$156K
Life$156K
Long-term disability$156K
+1 more

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor

84%top

BLUE CROSS OF CALIFORNIA84%
UNITED OF OMAHA LIFE INSURANCE COMPANY16%

Broker market share

Schedule A broker compensation

Split broker

86%top

PROPEL INSURANCE AGENCY, LLC86%
NATIONAL BENEFIT CENTER9%
WATCHTOWER BENEFITS, LLC4%

Plan deep-dives

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

Retirement#001

PAVILION CONSTRUCTION CLOSED 401(K) RETIREMENT PLAN

401k

Assets$8.3M

Participants54

Inside the deep dive

Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers

Open plan deep dive

Retirement#002

PAVILION CONSTRUCTION OPEN 401(K) RETIREMENT PLAN

401k

Assets$1.6M

Participants108

Inside the deep dive

Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers

Open plan deep dive

Welfare#501