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Sponsor portfolio

POWIN ENERGY OPERATING LLC

EIN 86-2256487-Latest filing 2025
Plans
2
Retirement
1
$23.1M assets
Welfare
1
$3.5M premiums
Participants
573
20550 SW 115TH AVENUE - TUALATIN, OR 97062503-701-6039
Plans on this EIN
2 filings
#001401k-$23.1M - 573 part#501Fully Insured-$3.5M - 974 lives

Benefits portfolio analytics

1 plan / $3.5M premiums / 974 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$3.1M
  • Dental$232K
  • Life$146K
  • Short-term disability$146K
  • Long-term disability$146K
  • Other$146K
  • +1 more
Total $3.5M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
88%top
  • BLUE CROSS OF CALIFORNIA88%
  • DELTA DENTAL OF CALIFORNIA7%
  • RELIASTAR LIFE INSURANCE COMPANY4%
  • VISION SERVICE PLAN1%
  • KAISER FOUNDATION HEALTH PLAN INC0%
Total $3.5M5 slices

Broker market share

Schedule A broker compensation

Split broker
94%top
  • ALLIANT INSURANCE SERVICES, INC.94%
  • AMERICAN BENEFITS & COMP SYSTEMS6%
Total $10K2 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

POWIN ENERGY OPERATING LLC 401(K) PLAN

401k

Assets$23.1M
Participants573
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

POWIN HEALTH AND WELFARE PLAN

Fully Insured - REGENCE BLUECROSS BLUESHIELD OF OREGON

Premiums$3.5M
Covered lives974
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001POWIN ENERGY OPERATING LLC 401(K) PLAN401k$23.1M5732024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501POWIN HEALTH AND WELFARE PLANFully InsuredREGENCE BLUECROSS BLUESHIELD OF OREGON$3.5M9742025
Retirement plans
Welfare plans
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