Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Stop-loss$260K
- Short-term disability$21K
- Life$17K
Sponsor portfolio
ON TRACK, INC
EIN 23-7088811Other Services (except Public Administration)Latest filing 2025
Plans
3
Retirement
1
$1.8M assets
Welfare
2
$297K premiums
Participants
427
300 W MAIN ST. - MEDFORD, OR 975012756541-772-1777
Plans on this EIN
3 filingsBenefits portfolio analytics
2 plans / $297K premiums / 247 covered livesCarrier market share
Premium dollars by Schedule A carrier
93%top
- SUN LIFE ASSURANCE COMPANY OF CANADA93%
- USABLE LIFE7%
Broker market share
Schedule A broker compensation
100%top
- GARY LAPIDUS100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#003
ON TRACK, INC 403(B) PLAN
403b
Assets$1.8M
Participants185
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#503
ONTRACK HEALTH PLAN
Self Funded - SUN LIFE ASSURANCE COMPANY OF CANADA
Premiums$260K
Covered lives120
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502
ONTRACK LIFE & DISABILITY PLAN
Fully Insured - USABLE LIFE
Premiums$37K
Covered lives127
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 003 | ON TRACK, INC 403(B) PLAN | 403b | $1.8M | 185 | 2025 |
Welfare plans2
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 503 | ONTRACK HEALTH PLAN | Self Funded | SUN LIFE ASSURANCE COMPANY OF CANADA | $260K | 120 | 2025 | |
| 502 | ONTRACK LIFE & DISABILITY PLAN | Fully Insured | USABLE LIFE | $37K | 127 | 2025 |
Retirement plans
Welfare plans