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Sponsor portfolioTH

J. FRANK SCHMIDT & SON CO.

EIN 93-0479869-farming-Latest filing 2025
Plans
2
Retirement
1
$13.7M assets
Welfare
1
$1.0M premiums
Participants
668
9500 SE 327TH AVENUE - BORING, OR 97009503-663-4128jfschmidt.comLinkedIn501-1000 employeesfarming
Plans on this EIN
2 filings
#001401k-$13.7M - 331 part#501Fully Insured-$1.0M - 337 lives

Benefits portfolio analytics

1 plan / $1.0M premiums / 337 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$880K
  • Vision$880K
  • Prescription drug$880K
  • Dental$94K
  • Life$33K
  • Long-term disability$33K
  • +1 more
Total $1.0M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
87%top
  • PROVIDENCE HEALTH PLAN87%
  • WILLAMETTE DENTAL INSURANCE, INC.9%
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY3%
Total $1.0M3 slices

Broker market share

Schedule A broker compensation

Split broker
97%top
  • LEONARD ADAMS INSURANCE INC97%
  • GALLAGHER BENEFIT SERVICES, INC.3%
Total $28K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

J. FRANK SCHMIDT & SON CO. 401(K) PROFIT SHARING PLAN

401k

Assets$13.7M
Participants331
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

J. FRANK SCHMIDT & SON CO. HEALTH & WELFARE PLAN

Fully Insured - PROVIDENCE HEALTH PLAN

Premiums$1.0M
Covered lives337
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001J. FRANK SCHMIDT & SON CO. 401(K) PROFIT SHARING PLAN401k$13.7M3312024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501J. FRANK SCHMIDT & SON CO. HEALTH & WELFARE PLANFully InsuredPROVIDENCE HEALTH PLAN$1.0M3372025
Retirement plans
Welfare plans
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