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Sponsor portfolioTH

MID WILLAMETTE VALLEY COMMUNITY ACTION AGENCY

EIN 23-7056987-Latest filing 2025
Plans
2
Retirement
1
$10.6M assets
Welfare
1
$3.5M premiums
Participants
1,259
2475 CENTER STREET NE - SALEM, OR 97301503-585-6232
Plans on this EIN
2 filings
#001401k-$10.6M - 789 part#501Mixed-$3.5M - 470 lives

Benefits portfolio analytics

1 plan / $3.5M premiums / 470 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$3.4M
  • Vision$3.4M
  • Other$110K
  • Life$100K
Total $3.5M4 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
97%top
  • KAISER FOUNDATION HEALTH PLAN INC97%
  • STANDARD INSURANCE COMPANY3%
  • UPRISE HEALTH0%
Total $3.5M3 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • HUGGINS INSURANCE SERVICES, INC.100%
Total $66K1 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

401(K) PROFIT-SHARING PLAN FOR EMPLOYEES OF MID-WILLAMETTE VALLEY COMMUNITY ACTION AGENCY, INC.

401k

Assets$10.6M
Participants789
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

MID-WILLAMETTE VALLEY COMMUNITY ACTION AGENCY WELFARE BENEFIT PLAN

Mixed - KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST

Premiums$3.5M
Covered lives470
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001401(K) PROFIT-SHARING PLAN FOR EMPLOYEES OF MID-WILLAMETTE VALLEY COMMUNITY ACTION AGENCY, INC.401k$10.6M7892024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501MID-WILLAMETTE VALLEY COMMUNITY ACTION AGENCY WELFARE BENEFIT PLANMixedKAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST$3.5M4702025
Retirement plans
Welfare plans
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