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Sponsor portfolio

BEND SURGERY CENTER, LLC

EIN 91-1772048-hospital & health care-Latest filing 2025
Plans
2
Retirement
1
$12.9M assets
Welfare
1
$2.0M premiums
Participants
319
1342 NE MEDICAL CENTER DRIVE,, SUITE 170 - BEND, OR 97701541-318-6719bendsurgery.comLinkedIn51-200 employeeshospital & health care
Plans on this EIN
2 filings
#001401k-$12.9M - 189 part#502Fully Insured-$2.0M - 165 lives

Benefits portfolio analytics

1 plan / $2.0M premiums / 165 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.6M
  • Short-term disability$199K
  • Dental$112K
  • Other$110K
  • Life$85K
  • Long-term disability$85K
  • +1 more
Total $2.0M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
82%top
  • BLUE CROSS OF CALIFORNIA82%
  • METROPOLITAN LIFE INSURANCE COMPANY10%
  • DELTA DENTAL OF CALIFORNIA5%
  • AFLAC1%
  • VISION SERVICE PLAN1%
  • +1 more
Total $2.0M6 slices

Broker market share

Schedule A broker compensation

Split broker
96%top
  • THE PARTNERS GROUP96%
  • JOSEPH JOHN CANEPA2%
  • WATCHTOWER TECHNOLOGIES INC1%
  • RYAN GEORGE KRUIT0%
  • DAVID ROJAS0%
  • +3 more
Total $88K8 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

BEND SURGERY CENTER, LLC PROFIT SHARING PLAN

401k

Assets$12.9M
Participants189
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

BEND SURGERY CENTER, LLC EMPLOYEE BENEFIT PLAN

Fully Insured - REGENCE BLUE CROSS BLUE SHIELD OF OREGON

Premiums$2.0M
Covered lives165
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001BEND SURGERY CENTER, LLC PROFIT SHARING PLAN401k$12.9M1892025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
502BEND SURGERY CENTER, LLC EMPLOYEE BENEFIT PLANFully InsuredREGENCE BLUE CROSS BLUE SHIELD OF OREGON$2.0M1652025
Retirement plans
Welfare plans
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