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Sponsor portfolioTH

TRILLIUM FAMILY SERVICES

EIN 93-0386966-mental health care-Latest filing 2025
Plans
3
Retirement
2
$24.0M assets
Welfare
1
$6.1M premiums
Participants
1,280
3415 SE POWELL BOULEVARD - PORTLAND, OR 972023371503-205-3547trilliumfamily.orgLinkedIn501-1000 employeesmental health care
Plans on this EIN
3 filings
#002401k-$22.1M - 680 part#001TraditionalDB-$1.9M - 77 part#501Fully Insured-$6.1M - 559 lives

Retirement portfolio analytics

2 plans aggregated / $24.0M assets / 757 participants

Assets by plan

Share of aggregate retirement assets

92%top
  • EMPLOYEES RETIREMENT PLAN (#002)92%
  • CENTER FOR CHILDREN (#001)8%
Total $24.0MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • EMPLOYEES RETIREMENT PLAN (#002)680
  • CENTER FOR CHILDREN (#001)77
Total 757Click row to drill in

Benefits portfolio analytics

1 plan / $6.1M premiums / 559 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$5.7M
  • Vision$5.7M
  • Prescription drug$5.7M
  • Dental$1.8M
  • Life$159K
  • Long-term disability$145K
  • +1 more
Total $6.1M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
68%top
  • BLUE CROSS OF CALIFORNIA68%
  • KAISER FOUNDATION HEALTH PLAN INC26%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA3%
  • DELTA DENTAL OF CALIFORNIA2%
  • WILLAMETTE DENTAL INSURANCE, INC.1%
Total $6.1M5 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • MERCER HEALTH AND BENEFITS, LLC100%
Total $154K1 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

TRILLIUM FAMILY SERVICES, INC. EMPLOYEES RETIREMENT PLAN

401k

Assets$22.1M
Participants680
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

DEFINED BENEFIT PENSION PLAN OF TRILLIUM FAMILY SERVICES, INC. DBA PARRY CENTER FOR CHILDREN

TraditionalDB

Assets$1.9M
Participants77
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

TRILLIUM FAMILY SERVICES HEALTH & WELFARE BENEFIT PLAN

Fully Insured - REGENCE BLUECROSS BLUESHIELD OF OREGON

Premiums$6.1M
Covered lives559
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002TRILLIUM FAMILY SERVICES, INC. EMPLOYEES RETIREMENT PLAN401k$22.1M6802024
001DEFINED BENEFIT PENSION PLAN OF TRILLIUM FAMILY SERVICES, INC. DBA PARRY CENTER FOR CHILDRENTraditionalDB$1.9M772024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501TRILLIUM FAMILY SERVICES HEALTH & WELFARE BENEFIT PLANFully InsuredREGENCE BLUECROSS BLUESHIELD OF OREGON$6.1M5592025
Retirement plans
Welfare plans
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