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Sponsor portfolio

G.W. PAULSON COMPANY

EIN 93-0344520-Retail Trade-Latest filing 2025
Plans
2
Retirement
1
$8.5M assets
Welfare
1
$1.1M premiums
Participants
200
PO BOX 23429 - PORTLAND, OR 972813429503-620-7080gwpaulson.comLinkedIn51-200 employees
Plans on this EIN
2 filings
#001401k-$8.5M - 109 part#501Fully Insured-$1.1M - 90 lives

Benefits portfolio analytics

1 plan / $1.1M premiums / 90 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$984K
  • Dental$59K
  • Vision$11K
Total $1.1M3 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
93%top
  • MODA HEALTH93%
  • STANDARD INSURANCE COMPANY7%
Total $1.1M2 slices

Broker market share

Schedule A broker compensation

Split broker
92%top
  • LA PORTE & ASSOCIATES INC92%
  • SUPPLEMENTAL BENEFIT SOLUTIONS6%
  • LAPORTE & ASSOCIATES, INC3%
Total $35K3 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

G.W. PAULSON COMPANY 401(K) SAVINGS PLAN

401k

Assets$8.5M
Participants109
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

G. W. PAULSON CO. EMPLOYEE BENEFITS PLAN

Fully Insured - MODA HEALTH

Premiums$1.1M
Covered lives90
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001G.W. PAULSON COMPANY 401(K) SAVINGS PLAN401k$8.5M1092025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501G. W. PAULSON CO. EMPLOYEE BENEFITS PLANFully InsuredMODA HEALTH$1.1M902025
Retirement plans
Welfare plans
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