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Sponsor portfolio

COLUMBIACARE SERVICES, INC.

EIN 81-0609831-hospital & health care-Latest filing 2025
Plans
2
Retirement
1
$12.0M assets
Welfare
1
$1.0M premiums
Participants
1,213
3587 HEATHROW WAY - MEDFORD, OR 97504541-858-8170columbiacare.comLinkedIn51-200 employeeshospital & health care
Plans on this EIN
2 filings
#001403b-$12.0M - 753 part#501Mixed-$1.0M - 450 lives

Benefits portfolio analytics

1 plan / $1.0M premiums / 450 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$875K
  • Prescription drug$875K
  • Other$155K
  • Life$107K
  • Short-term disability$107K
  • Long-term disability$107K
Total $1.0M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
85%top
  • KAISER FOUNDATION HEALTH PLAN INC85%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA15%
Total $1.0M2 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • JD FULWILER AND COMPANY100%
Total $53K1 slice

Plan deep-dives

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

COLUMBIA CARE SERVICES INC RETIREMENT PLAN

403b

Assets$12.0M
Participants753
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

COLUMBIACARE SERVICES, INC. GROUP BENEFITS

Mixed - KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST

Premiums$1.0M
Covered lives450
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001COLUMBIA CARE SERVICES INC RETIREMENT PLAN403b$12.0M7532024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501COLUMBIACARE SERVICES, INC. GROUP BENEFITSMixedKAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST$1.0M4502025
Retirement plans
Welfare plans
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