Sponsor portfolio

CLIMAX PORTABLE MACHINING & WELDING SYSTEMS, INC.

EIN 93-0553883machineryLatest filing 2024

Plans

Retirement

Welfare

$1.3M premiums

Participants

2712 EAST 2ND STREET - NEWBERG, OR 97132503-538-2185climaxportable.comLinkedIn51-200 employeesmachinery

Plans on this EIN

1 filing

#501Fully Insured-$1.3M - 5 lives

Benefits portfolio analytics

1 plan / $1.3M premiums / 5 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

Health$1.2M
Vision$1.2M
Prescription drug$1.2M
Dental$74K
Other$64K
Life$63K
+2 more

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor

90%top

PROVIDENCE HEALTH PLAN90%
METROPOLITAN LIFE INSURANCE COMPANY6%
SUN LIFE ASSURANCE COMPANY OF CANADA5%
PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD0%

Broker market share

Schedule A broker compensation

Split broker

40%top

CURTIS A. ALMQUIST40%
HIPSTER ONCE LLC37%
JONATHAN BOOTH23%

Plan deep-dives

Open the plan detail for the full per-plan analytics: fees vs peers, audit grade, asset trajectory, contribution flow, Schedule C providers, and more.

Welfare#501

CLIMAX WELFARE BENEFIT PLAN

Fully Insured - PROVIDENCE HEALTH PLAN

Premiums$1.3M

Covered lives5

Inside the deep dive

Premium breakdownCarriersBrokersCoverage stats

Open plan deep dive

Single plan on file. The full analytics live on the plan detail page - drill in to see them.

Welfare plans1

Plan #	Name	Funding	Carrier	Premiums	Covered	Latest year
501	CLIMAX WELFARE BENEFIT PLAN	Fully Insured	PROVIDENCE HEALTH PLAN	$1.3M	5	2024

Retirement plans

Welfare plans