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
Filings through .
Thesis, LLC
EIN 46-0507396marketing and advertisingLatest filing 2025
Plans
2
Retirement
1
$17.8M assets
Health & Benefits
1
$283K premiums
Participants
494
2375 NW SAVIER ST., STE 300 - PORTLAND, OR 97210503-221-6200thesis.agencyLinkedIn201-500 employeesmarketing and advertising
Plans on this EIN
2 filingsHealth & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
Benefits portfolio analytics
1 plan / $283K premiums / 169 covered lives
See carrier and broker market share with Pro.
Pro unlocks:
- Top carriers and their premium share
- Top brokers and their commission share
Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#001
THESIS, LLC 401(K) PROFIT SHARING PLAN
401(k)
Assets$17.8M
Participants328
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501
THESIS, INC. HEALTH AND WELFARE PLAN
Mixed - GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
Premiums$283K
Covered lives169
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
1 plan on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | THESIS, LLC 401(K) PROFIT SHARING PLAN | 401(k) | $17.8M | 328 | 2025 |
- #001 · 401(k) · 2025328
Health & Benefits plans
1 plan on this EIN
| 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 |
- #501 · Mixed · GUARDIAN LIFE INSURANCE COMPANY OF AMERICA · 2025169
Retirement plans
Health & Benefits plans