Assets by plan
Share of aggregate retirement assets
- PLAN & TRUST (#001)$1.2M
- PLAN & TRUST (#002)$114K
Filings through .
Performance Insulation & Energ
EIN 46-2325577constructionLatest filing 2025
Plans
5
Retirement
2
$1.3M assets
Health & Benefits
3
$2.0M premiums
Participants
273
13939 SW TUALATIN SHERWOOD RD - SHERWOOD, OR 971409707503-598-8001performinsulation.comLinkedIn51-200 employeesconstruction
Health & Benefits portfolio - carriers, brokers and premium across this company's 3 health and benefits plans.
Retirement portfolio analytics
2 plans aggregated / $1.3M assets / 146 participants
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
3 plans / $2.0M premiums / 449 covered lives
Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$1.0M
- Dental$1.0M
- Vision$1.0M
- Life$22K
- Other$22K
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Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#001
PERFORMANCE INSULATION & ENERG 401(K) PROFIT SHARING PLAN & TRUST
401(k)
Assets$1.2M
Participants79
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002
PERFORMANCE INSULATION & ENERG 401(K) PROFIT SHARING PLAN & TRUST
401(k)
Assets$114K
Participants67
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#503
PERFORMANCE INSULATION & ENERGY SERVICES, INC. HEALTH & WELFARE BENEFIT PLAN
Fully insured - REGENCE BLUECROSS BLUESHIELD OF OREGON
Premiums$1.1M
Covered lives175
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#501
PERFORMANCE INSULATION AND ENERGY SERVICES MEDICAL AND DENTAL PLAN
Fully insured - UNITEDHEALTHCARE INSURANCE COMPANY
Premiums$911K
Covered lives111
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#502
PERFORMANCE INSULATION AND ENERGY SERVICES SUPPLEMENTAL PLAN
Fully insured - METROPOLITAN LIFE INSURANCE COMPANY
Premiums$25K
Covered lives163
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | PERFORMANCE INSULATION & ENERG 401(K) PROFIT SHARING PLAN & TRUST | 401(k) | $1.2M | 79 | 2025 |
| #002 | PERFORMANCE INSULATION & ENERG 401(K) PROFIT SHARING PLAN & TRUST | 401(k) | $114K | 67 | 2025 |
- #001 · 401(k) · 202579
- #002 · 401(k) · 202567
Health & Benefits plans
3 plans on this EIN
| 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 |
- #503 · Fully insured · REGENCE BLUECROSS BLUESHIELD OF OREGON · 2025175
- #501 · Fully insured · UNITEDHEALTHCARE INSURANCE COMPANY · 2024111
- #502 · Fully insured · METROPOLITAN LIFE INSURANCE COMPANY · 2024163
Retirement plans
Health & Benefits plans