Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
PREMERA
EIN 91-1662324Finance and InsuranceLatest filing 2025
Plans
4
Retirement
2
$1.15B assets
Welfare
2
$4.0M premiums
Participants
12,690
PO BOX 327 - SEATTLE, WA 98111425-918-4000
Retirement portfolio analytics
2 plans aggregated / $1.15B assets / 9,450 participantsRecordkeeper share
DC plan assets by Schedule C recordkeeper
58%top
- THE VANGUARD GROUP, INC.58%
- (Not disclosed)42%
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
2 plans / $4.0M premiums / 3,631 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$1.9M
- Health$1.6M
- Dental$1.6M
- Vision$1.6M
- Prescription drug$1.6M
- Life$1.2M
- +2 more
Carrier market share
Premium dollars by Schedule A carrier
41%top
- BLUE CROSS OF CALIFORNIA41%
- SYMETRA LIFE INSURANCE COMPANY31%
- BERKSHIRE HATHAWAY SPECIALTY INSURANCE COMPANY17%
- HARTFORD LIFE AND ACCIDENT12%
Broker market share
Schedule A broker compensation
40%top
- ALLIANT INSURANCE SERVICES, INC.40%
- LIFE AND HEALTH UNDERWRITERS, INC.36%
- CONNEXION INSURANCE SOLUTIONS22%
- GALLAGHER BENEFIT SERVICES, INC.2%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
PREMERA 401(K) SAVINGS PLAN
401k
Assets$668.4M
Participants4,754
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
PREMERA PENSION EQUITY PLAN
CashBalance
Assets$476.8M
Participants4,696
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502
PREMERA WELFARE BENEFIT PLAN
Fully Insured - PREMERA BLUE CROSS
Premiums$4.0M
Covered lives3,631
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#505
THE PREMERA COMPANIES' HEALTH BENEFIT PLAN RETIREE 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 | PREMERA 401(K) SAVINGS PLAN | 401k | $668.4M | 4,754 | 2024 | |
| 001 | PREMERA PENSION EQUITY PLAN | CashBalance | $476.8M | 4,696 | 2025 |
Welfare plans2
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 502 | PREMERA WELFARE BENEFIT PLAN | Fully Insured | PREMERA BLUE CROSS | $4.0M | 3,631 | 2025 | |
| 505 | THE PREMERA COMPANIES' HEALTH BENEFIT PLAN RETIREE MEDICAL PLAN | Self Funded | - | $0 | 0 | 2025 |
Retirement plans
Welfare plans