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Sponsor portfolio

LOGICAL POSITION, LLC

EIN 27-1549756-marketing and advertising-Latest filing 2025
Plans
2
Retirement
1
$24.2M assets
Welfare
1
$4.1M premiums
Participants
1,329
6000 MEADOWS ROAD, SUITE 200 - LAKE OSWEGO, OR 97035888-674-4730logicalposition.comLinkedIn501-1000 employeesmarketing and advertising
Plans on this EIN
2 filings
#002401k-$24.2M - 734 part#501Fully Insured-$4.1M - 798 lives

Benefits portfolio analytics

1 plan / $4.1M premiums / 798 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$3.5M
  • Prescription drug$3.5M
  • Dental$310K
  • Other$227K
  • Life$106K
  • Short-term disability$106K
  • +2 more
Total $4.1M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
85%top
  • BLUE CROSS OF CALIFORNIA85%
  • DELTA DENTAL OF CALIFORNIA8%
  • METROPOLITAN LIFE INSURANCE COMPANY4%
  • VISION SERVICE PLAN2%
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY1%
  • +2 more
Total $4.1M7 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • USI INSURANCE SERVICES LLC100%
Total $212K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

LOGICAL POSITION RETIREMENT PLAN

401k

Assets$24.2M
Participants734
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

LOGICAL POSITION, LLC EMPLOYEE BENEFITS PLAN

Fully Insured - REGENCE BLUECROSS BLUESHIELD OF OREGON

Premiums$4.1M
Covered lives798
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002LOGICAL POSITION RETIREMENT PLAN401k$24.2M7342024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501LOGICAL POSITION, LLC EMPLOYEE BENEFITS PLANFully InsuredREGENCE BLUECROSS BLUESHIELD OF OREGON$4.1M7982025
Retirement plans
Welfare plans
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