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Sponsor portfolio

THE WARE GROUP LLC

EIN 26-3590999-education management-Latest filing 2025
Plans
2
Retirement
1
$31.3M assets
Welfare
1
$324K premiums
Participants
572
11632 NE AINSWORTH CIRCLE - PORTLAND, OR 97220503-256-3663thewaregroup.orgLinkedIn1-10 employeeseducation management
Plans on this EIN
2 filings
#001401k-$31.3M - 572 part#501Mixed-$324K - 569 lives

Benefits portfolio analytics

1 plan / $324K premiums / 569 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$304K
  • Life$304K
  • Short-term disability$304K
  • Long-term disability$304K
  • Other$304K
  • Vision$21K
Total $324K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
94%top
  • STANDARD INSURANCE COMPANY94%
  • HUMANA INSURANCE COMPANY6%
Total $324K2 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • MFB FINANCIAL INC100%
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

WARE GROUP, LLC 401(K) PLAN

401k

Assets$31.3M
Participants572
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

WARE GROUP BENEFITS PLAN

Mixed - STANDARD INSURANCE COMPANY

Premiums$324K
Covered lives569
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001WARE GROUP, LLC 401(K) PLAN401k$31.3M5722024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501WARE GROUP BENEFITS PLANMixedSTANDARD INSURANCE COMPANY$324K5692025
Retirement plans
Welfare plans
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