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Sponsor portfolioTH

OREGON MUTUAL INSURANCE COMPANY

EIN 93-0242980-insurance-Latest filing 2024
Plans
2
Retirement
1
$42.9M assets
Welfare
1
$170K premiums
Participants
393
P.O. BOX 808 - MCMINNVILLE, OR 971280808503-472-2141ormutual.comLinkedIn51-200 employeesinsurance
Plans on this EIN
2 filings
#003401k-$42.9M - 244 part#508Mixed-$170K - 244 lives

Benefits portfolio analytics

1 plan / $170K premiums / 244 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$148K
  • Life$137K
  • Short-term disability$137K
  • Long-term disability$137K
  • Vision$23K
Total $170K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
80%top
  • STANDARD INSURANCE COMPANY80%
  • AMERITAS LIFE INSURANCE CORP.13%
  • PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD4%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA3%
Total $170K4 slices

Broker market share

Schedule A broker compensation

Split broker
96%top
  • MJ INSURANCE96%
  • DOUG A. SMITH4%
Total $12K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#003

OREGON MUTUAL INSURANCE COMPANY 401(K) RETIREMENT PLAN

401k

Assets$42.9M
Participants244
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#508

OREGON MUTUAL INSURANCE COMPANY WELFARE BENEFITS PLAN

Mixed - STANDARD INSURANCE COMPANY

Premiums$170K
Covered lives244
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
003OREGON MUTUAL INSURANCE COMPANY 401(K) RETIREMENT PLAN401k$42.9M2442024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
508OREGON MUTUAL INSURANCE COMPANY WELFARE BENEFITS PLANMixedSTANDARD INSURANCE COMPANY$170K2442024
Retirement plans
Welfare plans
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