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  2. SERVICE ALTERNATIVES, INC.
Sponsor portfolio

SERVICE ALTERNATIVES, INC.

EIN 91-1227900-individual & family services-Latest filing 2025
Plans
2
Retirement
1
$7.1M assets
Welfare
1
$108K premiums
Participants
701
PO BOX 1485 - OAK HARBOR, WA 98277360-678-6071servicealternatives.comLinkedIn501-1000 employeesindividual & family services
Plans on this EIN
2 filings
#002401k-$7.1M - 345 part#501Mixed-$108K - 356 lives

Benefits portfolio analytics

1 plan / $108K premiums / 356 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$81K
  • Life$28K
  • Long-term disability$28K
  • Other$28K
Total $108K4 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
74%top
  • WILLAMETTE DENTAL INSURANCE, INC.74%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA26%
Total $108K2 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • FORTUNE MANAGEMENT, INC.100%
Total $7281 slice

Plan deep-dives

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

SERVICE ALTERNATIVES 401(K) RETIREMENT & SAVINGS PLAN

401k

Assets$7.1M
Participants345
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

SERVICE ALTERNATIVES INC. HEALTH PLAN

Mixed - WILLAMETTE DENTAL OF WASHINGTON, INC.

Premiums$108K
Covered lives356
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002SERVICE ALTERNATIVES 401(K) RETIREMENT & SAVINGS PLAN401k$7.1M3452024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501SERVICE ALTERNATIVES INC. HEALTH PLANMixedWILLAMETTE DENTAL OF WASHINGTON, INC.$108K3562025
Retirement plans
Welfare plans
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