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Sponsor portfolio

METROPOLITAN FAMILY SERVICE, INC.

EIN 93-0397825-individual & family services-Latest filing 2025
Plans
2
Retirement
1
$6.8M assets
Welfare
1
$969K premiums
Participants
520
1700 NW CIVIC DRIVE, SUITE 200 - GRESHAM, OR 97030503-249-8215metfamily.orgLinkedIn51-200 employeesindividual & family services
Plans on this EIN
2 filings
#001OtherDC-$6.8M - 407 part#501Fully Insured-$969K - 298 lives

Benefits portfolio analytics

1 plan / $969K premiums / 298 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$954K
  • Health$868K
  • Long-term disability$94K
  • Other$94K
  • Life$86K
Total $969K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
90%top
  • KAISER FOUNDATION HEALTH PLAN INC90%
  • METROPOLITAN LIFE INSURANCE COMPANY9%
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY1%
  • CANOPY1%
Total $969K4 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • JD FULWILER AND COMPANY100%
Total $39K1 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

SAFE-HARBOR 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF METROPOLITAN FAMILY SERVICE, INC.

OtherDC

Assets$6.8M
Participants407
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

METROPOLITAN FAMILY SERVICE EMPLOYEE BENEFITS PLAN

Fully Insured - KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST

Premiums$969K
Covered lives298
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001SAFE-HARBOR 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF METROPOLITAN FAMILY SERVICE, INC.OtherDC$6.8M4072025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501METROPOLITAN FAMILY SERVICE EMPLOYEE BENEFITS PLANFully InsuredKAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST$969K2982025
Retirement plans
Welfare plans
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