PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. PROTOCALL SERVICES, INC.
Sponsor portfolio

PROTOCALL SERVICES, INC.

EIN 91-1829097-mental health care-Latest filing 2025
Plans
3
Retirement
1
$8.0M assets
Welfare
2
$3.9M premiums
Participants
1,108
5200 S MACADAM AVE, SUITE 310 - PORTLAND, OR 97239877-779-0274protocallservices.comLinkedIn201-500 employeesmental health care
Plans on this EIN
3 filings
#001401k-$8.0M - 340 part#503Fully Insured-$3.7M - 655 lives#502Fully Insured-$233K - 414 lives

Benefits portfolio analytics

2 plans / $3.9M premiums / 1,069 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$3.7M
  • Vision$3.7M
  • Life$233K
  • Short-term disability$233K
  • Long-term disability$233K
  • Other$233K
Total $3.9M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
94%top
  • UNITEDHEALTHCARE INSURANCE COMPANY94%
  • STANDARD INSURANCE COMPANY6%
Total $3.9M2 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • BROWN & BROWN INSURANCE SERVICES100%
Total $156K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

PROTOCALL SERVICES, INC. 401(K) RETIREMENT PLAN

401k

Assets$8.0M
Participants340
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#503

PROTOCALL SERVICES, INC. HEALTH & WELFARE BENEFIT PLAN

Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$3.7M
Covered lives655
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502

PROTOCALL SERVICES, INC. GROUP INSURANCE PLAN

Fully Insured - STANDARD INSURANCE COMPANY

Premiums$233K
Covered lives414
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001PROTOCALL SERVICES, INC. 401(K) RETIREMENT PLAN401k$8.0M3402024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
503PROTOCALL SERVICES, INC. HEALTH & WELFARE BENEFIT PLANFully InsuredUNITEDHEALTHCARE INSURANCE COMPANY$3.7M6552025
502PROTOCALL SERVICES, INC. GROUP INSURANCE PLANFully InsuredSTANDARD INSURANCE COMPANY$233K4142025
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica