Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$352K
- Life$104K
- Long-term disability$104K
- Dental$89K
- Vision$25K
Sponsor portfolioTH
OREGON EPISCOPAL SCHOOL
EIN 93-0386915primary/secondary educationLatest filing 2025
Plans
2
Retirement
1
$60.8M assets
Welfare
1
$466K premiums
Participants
641
6300 SW NICOL RD - PORTLAND, OR 97223503-416-9382oes.eduLinkedIn201-500 employeesprimary/secondary education
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $466K premiums / 311 covered livesCarrier market share
Premium dollars by Schedule A carrier
74%top
- SUN LIFE ASSURANCE COMPANY OF CANADA74%
- KAISER FOUNDATION HEALTH PLAN INC11%
- WILLAMETTE DENTAL INSURANCE, INC.8%
- VISION SERVICE PLAN5%
- CANOPY2%
Broker market share
Schedule A broker compensation
81%top
- THE PARTNERS GROUP81%
- WATCHTOWER TECHNOLOGIES INC14%
- WATCH TOWER TECHNOLOGIES INC5%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
OREGON EPISCOPAL SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN
403b
Assets$60.8M
Participants411
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#506
OREGON EPISCOPAL SCHOOL EMPLOYEE BENEFIT PLAN
Mixed - SUN LIFE ASSURANCE COMPANY OF CANADA
Premiums$466K
Covered lives311
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | OREGON EPISCOPAL SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN | 403b | $60.8M | 411 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 506 | OREGON EPISCOPAL SCHOOL EMPLOYEE BENEFIT PLAN | Mixed | SUN LIFE ASSURANCE COMPANY OF CANADA | $466K | 311 | 2025 |
Retirement plans
Welfare plans