Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
PROPELLER, INC.
EIN 45-5286846management consultingLatest filing 2025
Plans
3
Retirement
2
$30.8M assets
Welfare
1
$1.3M premiums
Participants
589
2035 NW FRONT AVENUE, SUITE 500 - PORTLAND, OR 97228503-278-7055propellerconsulting.comLinkedIn201-500 employeesmanagement consulting
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $30.8M assets / 468 participantsRecordkeeper share
DC plan assets by Schedule C recordkeeper
73%top
- (Not disclosed)73%
- PRINCIPAL LIFE INSURANCE COMPANY27%
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $1.3M premiums / 157 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$1.2M
- Vision$1.2M
- Prescription drug$1.2M
- Life$55K
- Short-term disability$55K
- Long-term disability$55K
- +1 more
Carrier market share
Premium dollars by Schedule A carrier
96%top
- BLUE CROSS OF CALIFORNIA96%
- PRINCIPAL LIFE INSURANCE COMPANY4%
Broker market share
Schedule A broker compensation
100%top
- MERCER HEALTH AND BENEFITS, LLC100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
PROPELLER 401(K) PROFIT SHARING PLAN TRUST
401k
Assets$22.5M
Participants250
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
PROPELLER, INC. EMPLOYEE STOCK OWNERSHIP PLAN
ESOP
Assets$8.3M
Participants218
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
PROPELLER, INC. HEALTH & WELFARE BENEFITS PLAN
Mixed - REGENCE BLUECROSS BLUESHIELD OF OREGON
Premiums$1.3M
Covered lives157
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | PROPELLER 401(K) PROFIT SHARING PLAN TRUST | 401k | $22.5M | 250 | 2024 | |
| 002 | PROPELLER, INC. EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $8.3M | 218 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | PROPELLER, INC. HEALTH & WELFARE BENEFITS PLAN | Mixed | REGENCE BLUECROSS BLUESHIELD OF OREGON | $1.3M | 157 | 2025 |
Retirement plans
Welfare plans