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Sponsor portfolio

EDUCATIONAL OPPORTUNITIES

EIN 91-0820018-education management-Latest filing 2025
Plans
3
Retirement
2
$11.8M assets
Welfare
1
$1.6M premiums
Participants
571
PO BOX 872770 - VANCOUVER, WA 986872770360-896-9912eocfwa.orgLinkedIn201-500 employeeseducation management
Plans on this EIN
3 filings
#001OtherDC-$11.7M - 351 part#002401k-$106K - 5 part#501Fully Insured-$1.6M - 216 lives

Retirement portfolio analytics

2 plans aggregated / $11.8M assets / 356 participants

Assets by plan

Share of aggregate retirement assets

99%top
  • 401K RETIREMENT Savings (#001)99%
  • CHILDREN AND FAMILIES (#002)1%
Total $11.8MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • 401K RETIREMENT Savings (#001)351
  • CHILDREN AND FAMILIES (#002)5
Total 356Click row to drill in

Benefits portfolio analytics

1 plan / $1.6M premiums / 216 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.4M
  • Prescription drug$1.4M
  • Other$153K
  • Dental$146K
  • Life$146K
  • Vision$21K
Total $1.6M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
89%top
  • KAISER FOUNDATION HEALTH PLAN INC89%
  • STANDARD INSURANCE COMPANY9%
  • VISION SERVICE PLAN1%
  • BPA HEALTH0%
Total $1.6M4 slices

Broker market share

Schedule A broker compensation

Split broker
100%top
  • USI INSURANCE SERVICES LLC100%
  • EMPLOYEE NAVIGATOR, LLC0%
Total $53K2 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

EOCF 401K RETIREMENT SAVINGS PLAN

OtherDC

Assets$11.7M
Participants351
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

TAX DEFERRED ANNUITY PLAN FOR EMPLOYEES OF EDUCATIONAL OPPORTUNITIES FOR CHILDREN AND FAMILIES

401k

Assets$106K
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

EDUCATIONAL OPPORTUNITIES FOR CHILDREN AND FAMILIES MEDICAL INSURANCE

Fully Insured - KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST

Premiums$1.6M
Covered lives216
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001EOCF 401K RETIREMENT SAVINGS PLANOtherDC$11.7M3512025
002TAX DEFERRED ANNUITY PLAN FOR EMPLOYEES OF EDUCATIONAL OPPORTUNITIES FOR CHILDREN AND FAMILIES401k$106K52025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501EDUCATIONAL OPPORTUNITIES FOR CHILDREN AND FAMILIES MEDICAL INSURANCEFully InsuredKAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST$1.6M2162025
Retirement plans
Welfare plans
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