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  2. PORT TOWNSEND PAPER CORPORATION
Sponsor portfolioTH

PORT TOWNSEND PAPER CORPORATION

EIN 91-1226624-Latest filing 2025
Plans
3
Retirement
2
$64.0M assets
Welfare
1
$6.1M premiums
Participants
764
100 MILL ROAD - PORT TOWNSEND, WA 98368360-385-3170
Plans on this EIN
3 filings
#002401k-$63.9M - 433 part#001TraditionalDB-$63K - 0 part#503Fully Insured-$6.1M - 587 lives

Retirement portfolio analytics

2 plans aggregated / $64.0M assets / 433 participants

Assets by plan

Share of aggregate retirement assets

100%top
  • PLAN AND TRUST (#002)100%
  • CORPORATION RETIREMENT PLAN (#001)0%
Total $64.0MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
100%top
  • NORTHWEST PLAN SERVICES, INC.100%
  • (Not disclosed)0%
Total $64.0MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PLAN AND TRUST (#002)433
Total 433Click row to drill in

Benefits portfolio analytics

1 plan / $6.1M premiums / 587 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$5.5M
  • Prescription drug$5.5M
  • Life$264K
  • Short-term disability$264K
  • Long-term disability$264K
  • Other$264K
  • +2 more
Total $6.1M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
91%top
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY91%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY4%
  • DELTA DENTAL OF CALIFORNIA4%
  • VISION SERVICE PLAN1%
Total $6.1M4 slices

Broker market share

Schedule A broker compensation

Split broker
68%top
  • LOCKTON COMPANIES, LLC68%
  • BROWN & BROWN INSURANCE SERVICES32%
Total $230K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

PORT TOWNSEND PAPER CORP. RETIREMENT SAVINGS AND INVESTMENT PLAN AND TRUST

401k

Assets$63.9M
Participants433
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

PORT TOWNSEND PAPER CORPORATION RETIREMENT PLAN

TraditionalDB

Assets$63K
Participants0
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#503

PORT TOWNSEND PAPER CORPORATION GROUP LIFE AND HEALTH PLAN

Fully Insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY

Premiums$6.1M
Covered lives587
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002PORT TOWNSEND PAPER CORP. RETIREMENT SAVINGS AND INVESTMENT PLAN AND TRUST401k$63.9M4332024
001PORT TOWNSEND PAPER CORPORATION RETIREMENT PLANTraditionalDB$63K02024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
503PORT TOWNSEND PAPER CORPORATION GROUP LIFE AND HEALTH PLANFully InsuredCIGNA HEALTH AND LIFE INSURANCE COMPANY$6.1M5872025
Retirement plans
Welfare plans
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