Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
IWASAKI BROS., INC.
EIN 93-0435930wholesaleLatest filing 2025
Plans
3
Retirement
2
$12.2M assets
Welfare
1
$1.1M premiums
Participants
272
2555 SE MINTER BRIDGE RD - HILLSBORO, OR 97123503-640-2734iwasaki-bros.comLinkedIn201-500 employeeswholesale
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $12.2M assets / 149 participantsParticipants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $1.1M premiums / 123 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$948K
- Life$126K
- Other$126K
- Dental$93K
- Vision$93K
- Short-term disability$93K
Carrier market share
Premium dollars by Schedule A carrier
88%top
- KAISER FOUNDATION HEALTH PLAN INC88%
- PRINCIPAL LIFE INSURANCE COMPANY9%
- UNUM LIFE INSURANCE COMPANY OF AMERICA3%
Broker market share
Schedule A broker compensation
82%top
- LAPORTE INSURANCE LLC82%
- ASSUREDPARTNERS10%
- LA PORTE AND ASSOCIATES INC3%
- MARGARET BRYANT2%
- RAQUEL LOSADA MONROY1%
- +3 more
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
IWASAKI BROS., INC. LEVEL 3 AND HIGHER EMPLOYEES 401(K) PROFIT SHARING PLAN
401k
Assets$8.4M
Participants57
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
IWASAKI BROS., INC. EMPLOYEES 401(K) PROFIT SHARING PLAN
401k
Assets$3.8M
Participants92
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
IWASAKI BROS., INC. EMPLOYEE BENEFITS PLAN
Fully Insured - KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST
Premiums$1.1M
Covered lives123
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | IWASAKI BROS., INC. LEVEL 3 AND HIGHER EMPLOYEES 401(K) PROFIT SHARING PLAN | 401k | $8.4M | 57 | 2025 | |
| 001 | IWASAKI BROS., INC. EMPLOYEES 401(K) PROFIT SHARING PLAN | 401k | $3.8M | 92 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | IWASAKI BROS., INC. EMPLOYEE BENEFITS PLAN | Fully Insured | KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST | $1.1M | 123 | 2025 |
Retirement plans
Welfare plans