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Sponsor portfolioTH

PORTLAND BOTTLING COMPANY

EIN 71-0870520-food & beverages-Latest filing 2025
Plans
2
Retirement
1
$4.7M assets
Welfare
1
$1.6M premiums
Participants
254
16800 SE EVELYN STREET - CLACKAMAS, OR 97015503-231-5035portlandbottling.comLinkedIn51-200 employeesfood & beverages
Plans on this EIN
2 filings
#001401k-$4.7M - 254 part#501Fully Insured-$1.6M - 185 lives

Benefits portfolio analytics

1 plan / $1.6M premiums / 185 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.4M
  • Dental$68K
  • Other$63K
  • Long-term disability$39K
  • Life$31K
  • Short-term disability$15K
  • +1 more
Total $1.6M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
88%top
  • PROVIDENCE HEALTH PLAN88%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY5%
  • STANDARD INSURANCE COMPANY4%
  • AFLAC2%
  • PRINCIPAL LIFE INSURANCE COMPANY1%
Total $1.6M5 slices

Broker market share

Schedule A broker compensation

Split broker
98%top
  • THE PARTNERS GROUP98%
  • WATCHTOWER BENEFITS, LLC2%
  • C2 CENTRIC LLC0%
Total $63K3 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

PORTLAND BOTTLING COMPANY 401(K) PROFIT SHARING PLAN & TRUST

401k

Assets$4.7M
Participants254
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

PORTLAND BOTTLING HEALTH AND WELFARE BENEFIT PLAN

Fully Insured - PROVIDENCE HEALTH PLANS

Premiums$1.6M
Covered lives185
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001PORTLAND BOTTLING COMPANY 401(K) PROFIT SHARING PLAN & TRUST401k$4.7M2542024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501PORTLAND BOTTLING HEALTH AND WELFARE BENEFIT PLANFully InsuredPROVIDENCE HEALTH PLANS$1.6M1852025
Retirement plans
Welfare plans
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