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Sponsor portfolioTH

LINFIELD UNIVERSITY

EIN 93-0391586-Latest filing 2025
Plans
2
Retirement
1
$135.3M assets
Welfare
1
$4.3M premiums
Participants
1,375
900 SE BAKER STREET - MCMINNVILLE, OR 97128503-883-2501
Plans on this EIN
2 filings
#001403b-$135.3M - 975 part#501Mixed-$4.3M - 390 lives

Benefits portfolio analytics

1 plan / $4.3M premiums / 390 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$4.1M
  • Prescription drug$4.1M
  • Other$1.5M
  • Life$131K
  • Long-term disability$131K
  • Dental$70K
  • +1 more
Total $4.3M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
64%top
  • KAISER FOUNDATION HEALTH PLAN INC64%
  • MODA HEALTH30%
  • HARTFORD LIFE AND ACCIDENT3%
  • WILLAMETTE DENTAL INSURANCE, INC.2%
  • VISION SERVICE PLAN1%
  • +2 more
Total $4.3M7 slices

Broker market share

Schedule A broker compensation

Split broker
70%top
  • DAVIDSON BENEFITS PLANNING LLC70%
  • MJ INSURANCE28%
  • HAGAN HAMILTON INSURANCE1%
  • GCG FINANCIAL LLC1%
  • JONATHAN BOOTH0%
  • +1 more
Total $140K6 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

LINFIELD UNIVERSITY DEFINED CONTRIBTUION RETIREMENT PLAN

403b

Assets$135.3M
Participants975
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

LINFIELD UNIVERSITY EMPLOYEE BENEFITS PLAN

Mixed - KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST

Premiums$4.3M
Covered lives390
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001LINFIELD UNIVERSITY DEFINED CONTRIBTUION RETIREMENT PLAN403b$135.3M9752024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501LINFIELD UNIVERSITY EMPLOYEE BENEFITS PLANMixedKAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST$4.3M3902025
Retirement plans
Welfare plans
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