Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
CHRIS GREEN INSURANCE, INC.
EIN 27-2246879financial servicesLatest filing 2025
Plans
2
Retirement
2
$1.4M assets
Welfare
0
Participants
19
7831 SE LAKE RD., STE 100 - PORTLAND, OR 97267503-607-0702chrisbrowneinsurance.comLinkedIn1-10 employeesfinancial services
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.4M assets / 19 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
CHRIS GREEN INSURANCE, INC. DEFINED BENEFIT PENSION PLAN
TraditionalDB
Assets$747K
Participants10
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
CHRIS GREEN INSURANCE, INC. 401(K) PLAN
401k
Assets$678K
Participants9
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | CHRIS GREEN INSURANCE, INC. DEFINED BENEFIT PENSION PLAN | TraditionalDB | $747K | 10 | 2025 | |
| 001 | CHRIS GREEN INSURANCE, INC. 401(K) PLAN | 401k | $678K | 9 | 2024 |
Retirement plans