Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
STOEL RIVES LLP
EIN 93-0408771law practiceLatest filing 2024
Plans
4
Retirement
2
$601.5M assets
Welfare
2
$4.5M premiums
Participants
2,678
760 SW NINTH AVENUE, SUITE 3000 - PORTLAND, OR 97205503-294-9484stoel.comLinkedIn501-1000 employeeslaw practice
Retirement portfolio analytics
2 plans aggregated / $601.5M assets / 1,510 participantsParticipants by plan
Active + retired + deferred vested
Benefits portfolio analytics
2 plans / $4.5M premiums / 2,048 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$1.2M
- Prescription drug$1.2M
- Other$1.1M
- Stop-loss$1.1M
- Life$694K
- Long-term disability$683K
- +3 more
Carrier market share
Premium dollars by Schedule A carrier
26%top
- KAISER FOUNDATION HEALTH PLAN INC26%
- LIFEMAP ASSURANCE COMPANY24%
- STANDARD INSURANCE COMPANY22%
- DELTA DENTAL OF CALIFORNIA14%
- METROPOLITAN LIFE INSURANCE COMPANY9%
- +3 more
Broker market share
Schedule A broker compensation
64%top
- SUZANNE M. HAZLETT64%
- KENNETH C. HEISER24%
- ART JETTER AND COMPANY7%
- BROWN AND BROWN OF FLORIDA, INC.3%
- KENNETH HEISER2%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#333
STOEL RIVES RETIREMENT PLAN
401k
Assets$560.4M
Participants1,325
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#012
STOEL RIVES LLP CASH BALANCE PLAN
CashBalance
Assets$41.2M
Participants185
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#505
STOEL RIVES WELFARE BENEFITS PLAN
Fully Insured - STANDARD INSURANCE COMPANY
Premiums$3.4M
Covered lives1,087
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#506
STOEL RIVES SELF-INSURED MEDICAL PLAN
Self Funded - COMMENCEMENT BAY RISK MANAGEMENT INSURANCE COMPANY
Premiums$1.1M
Covered lives961
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 333 | STOEL RIVES RETIREMENT PLAN | 401k | $560.4M | 1,325 | 2024 | |
| 012 | STOEL RIVES LLP CASH BALANCE PLAN | CashBalance | $41.2M | 185 | 2024 |
Welfare plans2
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 505 | STOEL RIVES WELFARE BENEFITS PLAN | Fully Insured | STANDARD INSURANCE COMPANY | $3.4M | 1,087 | 2024 | |
| 506 | STOEL RIVES SELF-INSURED MEDICAL PLAN | Self Funded | COMMENCEMENT BAY RISK MANAGEMENT INSURANCE COMPANY | $1.1M | 961 | 2024 |
Retirement plans
Welfare plans