Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Short-term disability$243K
- Other$92K
- Life$80K
- Long-term disability$68K
- Vision$15K
Sponsor portfolio
THESIS, INC
EIN 46-0507396marketing and advertisingLatest filing 2025
Plans
2
Retirement
1
$12.7M assets
Welfare
1
$283K premiums
Participants
494
2375 NW SAVIER ST. - PORTLAND, OR 97210503-221-6200thesis.agencyLinkedIn201-500 employeesmarketing and advertising
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $283K premiums / 169 covered livesCarrier market share
Premium dollars by Schedule A carrier
67%top
- THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA67%
- UNUM LIFE INSURANCE COMPANY OF AMERICA33%
Broker market share
Schedule A broker compensation
92%top
- THE PARTNERS GROUP92%
- WATCHTOWER BENEFITS, LLC8%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
THESIS, LLC 401(K) PROFIT SHARING PLAN
401k
Assets$12.7M
Participants328
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
THESIS, INC. HEALTH AND WELFARE PLAN
Mixed - GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
Premiums$283K
Covered lives169
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | THESIS, LLC 401(K) PROFIT SHARING PLAN | 401k | $12.7M | 328 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | THESIS, INC. HEALTH AND WELFARE PLAN | Mixed | GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | $283K | 169 | 2025 |
Retirement plans
Welfare plans