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Sponsor portfolio

THE TOWNSHEND GROUP, LLC

EIN 81-0790456-Manufacturing-Latest filing 2025
Plans
2
Retirement
1
$6.4M assets
Welfare
1
$1.2M premiums
Participants
227
PO BOX 42291 - PORTLAND, OR 97242503-235-3656
Plans on this EIN
2 filings
#001401k-$6.4M - 126 part#501Fully Insured-$1.2M - 96 lives

Benefits portfolio analytics

1 plan / $1.2M premiums / 96 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.1M
  • Vision$1.0M
  • Prescription drug$1.0M
  • Dental$91K
  • Life$91K
  • Short-term disability$91K
  • +2 more
Total $1.2M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
91%top
  • BLUE CROSS OF CALIFORNIA91%
  • PRINCIPAL LIFE INSURANCE COMPANY8%
  • HEALTHIEST YOU1%
Total $1.2M3 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • HEFFERNAN INSURANCE BROKERS100%
Total $20K1 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

THE TOWNSHEND GROUP 401(K) PLAN

401k

Assets$6.4M
Participants126
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

THE TOWNSHEND GROUP, LLC DBA BREW DR. KOMBUCHA HEALTH & WELFARE BENEFIT PLAN

Fully Insured - REGENCE BLUECROSS BLUESHIELD OF OREGON

Premiums$1.2M
Covered lives96
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001THE TOWNSHEND GROUP 401(K) PLAN401k$6.4M1262025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501THE TOWNSHEND GROUP, LLC DBA BREW DR. KOMBUCHA HEALTH & WELFARE BENEFIT PLANFully InsuredREGENCE BLUECROSS BLUESHIELD OF OREGON$1.2M962024
Retirement plans
Welfare plans
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