Assets by plan
Share of aggregate retirement assets
76%top
Sponsor portfolio
UNITED CEREBRAL PALSY ASSOCIATION OF OREGON & WASHINGTON, INC.
EIN 93-0462580civic & social organizationLatest filing 2025
Plans
3
Retirement
2
$2.9M assets
Welfare
1
$1.0M premiums
Participants
299
9600 NE CASCADES PARKWAY, SUITE 400 - PORTLAND, OR 97220503-777-4166LinkedIn51-200 employeescivic & social organization
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $2.9M assets / 127 participantsParticipants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $1.0M premiums / 172 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$958K
- Vision$958K
- Prescription drug$958K
- Dental$57K
- Other$5K
Carrier market share
Premium dollars by Schedule A carrier
94%top
- KAISER FOUNDATION HEALTH PLAN INC94%
- PRINCIPAL LIFE INSURANCE COMPANY6%
- CANOPY0%
Broker market share
Schedule A broker compensation
100%top
- JD FULWILER AND COMPANY100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
UCP EMPLOYEE'S 401(K) SAVINGS PLAN I
401k
Assets$2.2M
Participants80
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#003
UCP EMPLOYEE'S 401(K) SAVINGS PLAN II
401k
Assets$705K
Participants47
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Welfare#501
UCP OREGON HEALTH BENEFIT PLAN
Fully Insured - KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST
Premiums$1.0M
Covered lives172
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | UCP EMPLOYEE'S 401(K) SAVINGS PLAN I | 401k | $2.2M | 80 | 2024 | |
| 003 | UCP EMPLOYEE'S 401(K) SAVINGS PLAN II | 401k | $705K | 47 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | UCP OREGON HEALTH BENEFIT PLAN | Fully Insured | KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST | $1.0M | 172 | 2025 |
Retirement plans
Welfare plans