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Sponsor portfolio

MOUNTAIN ROSE, INC.

EIN 90-0004806-Retail Trade-Latest filing 2025
Plans
2
Retirement
1
$3.6M assets
Welfare
1
$1.3M premiums
Participants
351
PO BOX 50220 - EUGENE, OR 97405800-879-3337
Plans on this EIN
2 filings
#001401k-$3.6M - 191 part#501Fully Insured-$1.3M - 195 lives

Benefits portfolio analytics

1 plan / $1.3M premiums / 195 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.2M
  • Prescription drug$1.2M
  • Dental$118K
  • Vision$118K
  • Life$118K
  • Other$4K
Total $1.3M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
91%top
  • PACIFICSOURCE HEALTH PLANS91%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA9%
  • CASCADE CENTERS, INC.0%
Total $1.3M3 slices

Broker market share

Schedule A broker compensation

Split broker
97%top
  • HUB INTERNATIONAL MIDWEST LIMITED97%
  • WATCHTOWER BENEFITS, LLC3%
Total $54K2 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

MOUNTAIN ROSE, INC. 401(K) PLAN

401k

Assets$3.6M
Participants191
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

MOUNTAIN ROSE HEALTH AND WELFARE PLAN

Fully Insured - PACIFICSOURCE HEALTH PLANS

Premiums$1.3M
Covered lives195
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001MOUNTAIN ROSE, INC. 401(K) PLAN401k$3.6M1912025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501MOUNTAIN ROSE HEALTH AND WELFARE PLANFully InsuredPACIFICSOURCE HEALTH PLANS$1.3M1952025
Retirement plans
Welfare plans
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