Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$1.5M
- Vision$1.5M
- Prescription drug$1.5M
- Life$9K
- Other$9K
Sponsor portfolio
ZUPAN ENTERPRISES OREGON INC
EIN 82-3755798Latest filing 2025
Plans
2
Retirement
1
$11.7M assets
Welfare
1
$1.5M premiums
Participants
516
5711 S HOOD AVE, SUITE 200 - PORTLAND, OR 97239360-737-2728
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $1.5M premiums / 219 covered livesCarrier market share
Premium dollars by Schedule A carrier
99%top
- UNITEDHEALTHCARE INSURANCE COMPANY99%
- UNUM LIFE INSURANCE COMPANY OF AMERICA1%
Broker market share
Schedule A broker compensation
100%top
- DAVIDSON BENEFITS PLANNING LLC100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
ZUPAN STORES SAVINGS & INVESTMENT PLAN
401k
Assets$11.7M
Participants297
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
ZUPANS ENTERPRISES OREGON INC WELFARE BENEFIT PLAN
Mixed - UNITEDHEALTHCARE INSURANCE COMPANY
Premiums$1.5M
Covered lives219
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | ZUPAN STORES SAVINGS & INVESTMENT PLAN | 401k | $11.7M | 297 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | ZUPANS ENTERPRISES OREGON INC WELFARE BENEFIT PLAN | Mixed | UNITEDHEALTHCARE INSURANCE COMPANY | $1.5M | 219 | 2025 |
Retirement plans
Welfare plans