Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$1.3M
- Prescription drug$1.3M
- Dental$90K
- Other$22K
- Life$15K
- Vision$10K
Sponsor portfolio
WILLAMETTE FAMILY, INC
EIN 93-0569684mental health careLatest filing 2025
Plans
2
Retirement
1
$2.7M assets
Welfare
1
$1.4M premiums
Participants
437
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $1.4M premiums / 236 covered livesCarrier market share
Premium dollars by Schedule A carrier
91%top
- KAISER FOUNDATION HEALTH PLAN INC91%
- DELTA DENTAL OF CALIFORNIA7%
- UNITED OF OMAHA LIFE INSURANCE COMPANY1%
- VISION SERVICE PLAN1%
- CANOPY1%
Broker market share
Schedule A broker compensation
94%top
- IMA, INC.94%
- J.L. JONES INSURANCE SERVICES, LLC6%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
WILLAMETTE FAMILY, INC. 403B RETIREMENT PLAN
403b
Assets$2.7M
Participants310
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
WILLAMETTE FAMILY, INC EMPLOYEE BENEFIT PLAN
Fully Insured - KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST
Premiums$1.4M
Covered lives236
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | WILLAMETTE FAMILY, INC. 403B RETIREMENT PLAN | 403b | $2.7M | 310 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | WILLAMETTE FAMILY, INC EMPLOYEE BENEFIT PLAN | Fully Insured | KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST | $1.4M | 236 | 2025 |
Retirement plans
Welfare plans