Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
SKOOKUM EDUCATIONAL PROGRAMS
EIN 91-1434778professional training & coachingLatest filing 2025
Plans
3
Retirement
2
$70.9M assets
Welfare
1
$767K premiums
Participants
4,041
4525 AUTO CENTER WAY, PO BOX 5359 - BREMERTON, WA 98312360-475-0756LinkedIn11-50 employeesprofessional training & coaching
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $70.9M assets / 2,181 participantsParticipants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $767K premiums / 1,860 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$639K
- Life$589K
- Short-term disability$589K
- Vision$128K
Carrier market share
Premium dollars by Schedule A carrier
77%top
- SUN LIFE ASSURANCE COMPANY OF CANADA77%
- VISION SERVICE PLAN17%
- FIRST CHOICE HEALTH6%
Broker market share
Schedule A broker compensation
50%top
- KRISTIN J QUINLAN50%
- BROWN & BROWN INSURANCE SERVICES50%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
SKOOKUM 401(K) RETIREMENT PLAN
401k
Assets$64.6M
Participants2,133
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
SKOOKUM 403(B) RETIREMENT PLAN
403b
Assets$6.2M
Participants48
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
SKOOKUM EDUCATIONAL PROGRAM HEALTH CARE PLAN
Mixed - SUN LIFE ASSURANCE COMPANY OF CANADA
Premiums$767K
Covered lives1,860
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | SKOOKUM 401(K) RETIREMENT PLAN | 401k | $64.6M | 2,133 | 2025 | |
| 003 | SKOOKUM 403(B) RETIREMENT PLAN | 403b | $6.2M | 48 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | SKOOKUM EDUCATIONAL PROGRAM HEALTH CARE PLAN | Mixed | SUN LIFE ASSURANCE COMPANY OF CANADA | $767K | 1,860 | 2025 |
Retirement plans
Welfare plans