Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
NW BEND BOATS LLC
EIN 90-0873560Latest filing 2025
Plans
5
Retirement
2
$23.5M assets
Welfare
3
$89K premiums
Participants
784
1750 GREEN SIDING ROAD - ROSEBURG, OR 97471541-673-2438
Retirement portfolio analytics
2 plans aggregated / $23.5M assets / 346 participantsRecordkeeper share
DC plan assets by Schedule C recordkeeper
77%top
- (Not disclosed)77%
- PAYCHEX, INC.23%
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
3 plans / $89K premiums / 443 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Dental$63K
- Vision$63K
- Life$26K
- Other$26K
Carrier market share
Premium dollars by Schedule A carrier
71%top
- METROPOLITAN LIFE INSURANCE COMPANY71%
- HARTFORD LIFE AND ACCIDENT29%
Broker market share
Schedule A broker compensation
100%top
- BROWN & BROWN INSURANCE SERVICES100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
NORTH RIVER BOATS EMPLOYEE STOCK OWNERSHIP PLAN
ESOP
Assets$18.1M
Participants183
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
NW BEND BOATS LLC 401(K) PROFIT SHARING PLAN & TRUST
401k
Assets$5.4M
Participants163
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502
NW BEND BOATS LLC MEDICAL BENEFIT PLAN
Fully Insured - METROPOLITAN LIFE INSURANCE COMPANY
Premiums$63K
Covered lives190
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#501
NW BEND BOATS LLC HEALTH AND WELFARE PLAN
Fully Insured - HARTFORD LIFE AND ACCIDENT
Premiums$26K
Covered lives253
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#503
NW BEND BOATS LLC SI MEDICAL PLAN
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | NORTH RIVER BOATS EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $18.1M | 183 | 2024 | |
| 001 | NW BEND BOATS LLC 401(K) PROFIT SHARING PLAN & TRUST | 401k | $5.4M | 163 | 2024 |
Welfare plans3
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 502 | NW BEND BOATS LLC MEDICAL BENEFIT PLAN | Fully Insured | METROPOLITAN LIFE INSURANCE COMPANY | $63K | 190 | 2025 | |
| 501 | NW BEND BOATS LLC HEALTH AND WELFARE PLAN | Fully Insured | HARTFORD LIFE AND ACCIDENT | $26K | 253 | 2025 | |
| 503 | NW BEND BOATS LLC SI MEDICAL PLAN | Self Funded | - | $0 | 0 | 2025 |
Retirement plans
Welfare plans