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Sponsor portfolio

WESTON INVESTMENT CO., LLC DBA AMERICAN PROPERTY MANAGEMENT

EIN 93-0475156-real estate-Latest filing 2025
Plans
2
Retirement
1
$11.3M assets
Welfare
1
$1.5M premiums
Participants
311
2154 NE BROADWAY ST SUITE 200 - PORTLAND, OR 97232503-284-2147LinkedIn51-200 employeesreal estate
Plans on this EIN
2 filings
#001401k-$11.3M - 178 part#501Mixed-$1.5M - 145 lives

Benefits portfolio analytics

1 plan / $1.5M premiums / 145 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.4M
  • Other$107K
  • Life$39K
  • Long-term disability$39K
Total $1.5M4 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
93%top
  • KAISER FOUNDATION HEALTH PLAN INC93%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA7%
Total $1.5M2 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • RSC INSURANCE BROKERAGE INC100%
Total $51K1 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

AMERICAN PROPERTY MANAGEMENT RETIREMENT PLAN

401k

Assets$11.3M
Participants178
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

WESTON INVESTMENT CO., LLC DBA AMERICAN PROPERTY MANAGEMENT EMPLOYEE BENEFITS PLAN

Mixed - KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST

Premiums$1.5M
Covered lives145
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001AMERICAN PROPERTY MANAGEMENT RETIREMENT PLAN401k$11.3M1782024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501WESTON INVESTMENT CO., LLC DBA AMERICAN PROPERTY MANAGEMENT EMPLOYEE BENEFITS PLANMixedKAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST$1.5M1452025
Retirement plans
Welfare plans
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