Assets by plan
Share of aggregate retirement assets
91%top
Sponsor portfolio
PERFORMANCE INSULATION & ENERG
EIN 46-2325577constructionLatest filing 2025
Plans
5
Retirement
2
$1.3M assets
Welfare
3
$2.0M premiums
Participants
273
13939 SW TUALATIN SHERWOOD RD - SHERWOOD, OR 971409707503-598-8001performinsulation.comLinkedIn51-200 employeesconstruction
Retirement portfolio analytics
2 plans aggregated / $1.3M assets / 146 participantsParticipants by plan
Active + retired + deferred vested
Benefits portfolio analytics
3 plans / $2.0M premiums / 449 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$1.0M
- Dental$1.0M
- Vision$1.0M
- Life$22K
- Other$22K
Carrier market share
Premium dollars by Schedule A carrier
98%top
- BLUE CROSS OF CALIFORNIA98%
- METROPOLITAN LIFE INSURANCE COMPANY1%
- USABLE LIFE1%
Broker market share
Schedule A broker compensation
99%top
- INSURE NORTH AMERICA LLC99%
- BLUE CROSS BLUE SHIELD OF FLORIDA1%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
PERFORMANCE INSULATION & ENERG 401(K) PROFIT SHARING PLAN & TRUST
401k
Assets$1.2M
Participants79
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
PERFORMANCE INSULATION & ENERG 401(K) PROFIT SHARING PLAN & TRUST
401k
Assets$114K
Participants67
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#503
PERFORMANCE INSULATION & ENERGY SERVICES, INC. HEALTH & WELFARE BENEFIT PLAN
Fully Insured - REGENCE BLUECROSS BLUESHIELD OF OREGON
Premiums$1.1M
Covered lives175
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#501
PERFORMANCE INSULATION AND ENERGY SERVICES MEDICAL AND DENTAL PLAN
Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY
Premiums$911K
Covered lives111
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502
PERFORMANCE INSULATION AND ENERGY SERVICES SUPPLEMENTAL PLAN
Fully Insured - METROPOLITAN LIFE INSURANCE COMPANY
Premiums$25K
Covered lives163
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | PERFORMANCE INSULATION & ENERG 401(K) PROFIT SHARING PLAN & TRUST | 401k | $1.2M | 79 | 2025 | |
| 002 | PERFORMANCE INSULATION & ENERG 401(K) PROFIT SHARING PLAN & TRUST | 401k | $114K | 67 | 2025 |
Welfare plans3
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 503 | PERFORMANCE INSULATION & ENERGY SERVICES, INC. HEALTH & WELFARE BENEFIT PLAN | Fully Insured | REGENCE BLUECROSS BLUESHIELD OF OREGON | $1.1M | 175 | 2025 | |
| 501 | PERFORMANCE INSULATION AND ENERGY SERVICES MEDICAL AND DENTAL PLAN | Fully Insured | UNITEDHEALTHCARE INSURANCE COMPANY | $911K | 111 | 2024 | |
| 502 | PERFORMANCE INSULATION AND ENERGY SERVICES SUPPLEMENTAL PLAN | Fully Insured | METROPOLITAN LIFE INSURANCE COMPANY | $25K | 163 | 2024 |
Retirement plans
Welfare plans