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  2. ORTC, LLC
Sponsor portfolio

ORTC, LLC

EIN 46-4197680-medical practice-Latest filing 2025
Plans
2
Retirement
1
$3.4M assets
Welfare
1
$108K premiums
Participants
287
155 NE REVERE AVENUE, SUITE 150 - BEND, OR 97701502-807-2541ortc.careLinkedIn51-200 employeesmedical practice
Plans on this EIN
2 filings
#001401k-$3.4M - 154 part#501Fully Insured-$108K - 133 lives

Benefits portfolio analytics

1 plan / $108K premiums / 133 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$108K
  • Life$108K
  • Short-term disability$108K
  • Other$108K
Total $108K4 rows

Carrier market share

Premium dollars by Schedule A carrier

Bundled
100%top
  • PRINCIPAL LIFE INSURANCE COMPANY100%
Total $108K1 slice

Broker market share

Schedule A broker compensation

Split broker
82%top
  • CENTURY INSURANCE GROUP LLC82%
  • PARKER SMITH & FEEK INC.18%
Total $8K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

ORTC, LLC 401(K) PLAN

401k

Assets$3.4M
Participants154
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

ORTC, LLC EMPLOYEE BENEFIT PLAN

Fully Insured - PRINCIPAL LIFE INSURANCE COMPANY

Premiums$108K
Covered lives133
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001ORTC, LLC 401(K) PLAN401k$3.4M1542025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501ORTC, LLC EMPLOYEE BENEFIT PLANFully InsuredPRINCIPAL LIFE INSURANCE COMPANY$108K1332025
Retirement plans
Welfare plans
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