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Sponsor portfolio

AAA OREGON/IDAHO

EIN 93-0243420-consumer services-Latest filing 2025
Plans
2
Retirement
1
$58.1M assets
Welfare
1
$2.3M premiums
Participants
1,205
600 SW MARKET ST - PORTLAND, OR 97201503-222-6914LinkedIn201-500 employeesconsumer services
Plans on this EIN
2 filings
#002401k-$58.1M - 719 part#503Mixed-$2.3M - 533 lives

Benefits portfolio analytics

1 plan / $2.3M premiums / 533 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.2M
  • Vision$2.2M
  • Prescription drug$2.2M
  • Other$97K
  • Life$79K
  • Long-term disability$79K
Total $2.3M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
96%top
  • KAISER FOUNDATION HEALTH PLAN INC96%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA4%
  • CANOPY1%
Total $2.3M3 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • HUB INTERNATIONAL MIDWEST LIMITED100%
Total $4K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

AAA OREGON/IDAHO QUALIFIED EMPLOYEE SAVINGS PLAN

401k

Assets$58.1M
Participants719
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#503

AAA OREGON/IDAHO HEALTH AND WELFARE BENEFIT PLAN

Mixed - KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST

Premiums$2.3M
Covered lives533
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002AAA OREGON/IDAHO QUALIFIED EMPLOYEE SAVINGS PLAN401k$58.1M7192025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
503AAA OREGON/IDAHO HEALTH AND WELFARE BENEFIT PLANMixedKAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST$2.3M5332024
Retirement plans
Welfare plans
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