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Sponsor portfolio

PENDLETON WOOLEN MILLS, INC.

EIN 93-0250770-apparel & fashion-Latest filing 2025
Plans
4
Retirement
2
$85.1M assets
Welfare
2
$4.8M premiums
Participants
1,542
PO BOX 3030 - PORTLAND, OR 972083030503-226-4801pendleton-usa.comLinkedIn501-1000 employeesapparel & fashion
Plans on this EIN
4 filings
#001401k-$78.7M - 639 part#004401k-$6.3M - 234 part#508Fully Insured-$4.5M - 579 lives#504Fully Insured-$292K - 310 lives

Retirement portfolio analytics

2 plans aggregated / $85.1M assets / 873 participants

Assets by plan

Share of aggregate retirement assets

93%top
  • PROFIT SHARING PLAN (#001)93%
  • HOURLY PAID EMPLOYEES (#004)7%
Total $85.1MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#001)639
  • HOURLY PAID EMPLOYEES (#004)234
Total 873Click row to drill in

Benefits portfolio analytics

2 plans / $4.8M premiums / 889 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$4.1M
  • Prescription drug$4.1M
  • Dental$1.1M
  • Life$164K
  • Long-term disability$110K
  • Vision$40K
  • +2 more
Total $4.8M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
70%top
  • BLUE CROSS OF CALIFORNIA70%
  • KAISER FOUNDATION HEALTH PLAN INC16%
  • STANDARD INSURANCE COMPANY6%
  • DELTA DENTAL OF CALIFORNIA6%
  • WILLAMETTE DENTAL INSURANCE, INC.1%
  • +3 more
Total $4.8M8 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • WOODRUFF-SAWYER & CO100%
Total $4311 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

PENDLETON WOOLEN MILLS, INC. 401(K) AND PROFIT SHARING PLAN

401k

Assets$78.7M
Participants639
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#004

PENDLETON WOOLEN MILLS 401K SAVINGS PLAN FOR HOURLY PAID EMPLOYEES

401k

Assets$6.3M
Participants234
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#508

PENDLETON WOOLEN MILLS HEALTH & WELFARE PLAN

Fully Insured - REGENCE BLUECROSS BLUESHIELD OF OREGON

Premiums$4.5M
Covered lives579
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#504

STANDARD LIFE INSURANCE GROUP TERM

Fully Insured - STANDARD INSURANCE COMPANY

Premiums$292K
Covered lives310
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001PENDLETON WOOLEN MILLS, INC. 401(K) AND PROFIT SHARING PLAN401k$78.7M6392025
004PENDLETON WOOLEN MILLS 401K SAVINGS PLAN FOR HOURLY PAID EMPLOYEES401k$6.3M2342025

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
508PENDLETON WOOLEN MILLS HEALTH & WELFARE PLANFully InsuredREGENCE BLUECROSS BLUESHIELD OF OREGON$4.5M5792025
504STANDARD LIFE INSURANCE GROUP TERMFully InsuredSTANDARD INSURANCE COMPANY$292K3102025
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