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Sponsor portfolio

UNIVERSITY OF PORTLAND

EIN 93-0401259-higher education-Latest filing 2025
Plans
2
Retirement
1
$280.0M assets
Welfare
1
$9.2M premiums
Participants
2,345
5000 N. WILLAMETTE BLVD. - PORTLAND, OR 972035798503-943-7337up.eduLinkedIn501-1000 employeeshigher education
Plans on this EIN
2 filings
#001403b-$280.0M - 1,559 part#515Fully Insured-$9.2M - 864 lives

Benefits portfolio analytics

1 plan / $9.2M premiums / 864 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$8.6M
  • Vision$8.6M
  • Prescription drug$8.6M
  • Dental$7.5M
  • Other$240K
  • Long-term disability$235K
  • +1 more
Total $9.2M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
79%top
  • KAISER FOUNDATION HEALTH PLAN INC79%
  • PROVIDENCE HEALTH PLAN15%
  • DELTA DENTAL OF CALIFORNIA3%
  • METROPOLITAN LIFE INSURANCE COMPANY2%
  • CANOPY0%
  • +1 more
Total $9.2M6 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • USI INSURANCE SERVICES LLC100%
Total $171K1 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

UNIVERSITY OF PORTLAND DEFINED CONTRIBUTION AND TAX DEFERRED ANNUITY

403b

Assets$280.0M
Participants1,559
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#515

THE UNIVERSITY OF PORTLAND WELFARE BENEFIT PLAN

Fully Insured - KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST

Premiums$9.2M
Covered lives864
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001UNIVERSITY OF PORTLAND DEFINED CONTRIBUTION AND TAX DEFERRED ANNUITY403b$280.0M1,5592025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
515THE UNIVERSITY OF PORTLAND WELFARE BENEFIT PLANFully InsuredKAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST$9.2M8642024
Retirement plans
Welfare plans
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