Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
OREGON TOOL, INC.
EIN 63-0593908consumer goodsLatest filing 2024
Plans
3
Retirement
2
$356.6M assets
Welfare
1
$5.4M premiums
Participants
3,921
4909 SE INTERNATIONAL WAY - PORTLAND, OR 97222503-653-4345oregontool.comLinkedIn1001-5000 employeesconsumer goods
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $356.6M assets / 2,762 participantsParticipants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $5.4M premiums / 1,501 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Dental$4.5M
- Vision$4.0M
- Health$3.9M
- Prescription drug$3.9M
- Other$878K
- Life$744K
- +1 more
Carrier market share
Premium dollars by Schedule A carrier
71%top
- KAISER FOUNDATION HEALTH PLAN INC71%
- THE LINCOLN NATIONAL LIFE INSURANCE COMPANY16%
- AETNA LIFE INSURANCE COMPANY11%
- EYEMED VISION CARE2%
- HEALTH ADVOCATE SOLUTIONS, INC.0%
- +1 more
Broker market share
Schedule A broker compensation
61%top
- HAYS COMPANIES, INC.61%
- BROWN AND BROWN OF FLORIDA, INC.39%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#006
OREGON TOOL 401(K) RETIREMENT PROFIT SHARING PLUS PLAN
401k
Assets$295.3M
Participants1,832
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#011
THE OREGON TOOL RETIREMENT PLAN
TraditionalDB
Assets$61.3M
Participants930
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502
OREGON TOOL WELFARE BENEFIT PLAN
Mixed - KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST
Premiums$5.4M
Covered lives1,501
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 006 | OREGON TOOL 401(K) RETIREMENT PROFIT SHARING PLUS PLAN | 401k | $295.3M | 1,832 | 2024 | |
| 011 | THE OREGON TOOL RETIREMENT PLAN | TraditionalDB | $61.3M | 930 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 502 | OREGON TOOL WELFARE BENEFIT PLAN | Mixed | KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST | $5.4M | 1,501 | 2024 |
Retirement plans
Welfare plans