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Sponsor portfolio

NORRIS & STEVENS INC.

EIN 93-0570087-commercial real estate-Latest filing 2024
Plans
4
Retirement
2
$13.2M assets
Welfare
2
$1.4M premiums
Participants
890
900 SW 5TH, SUITE 1700 - PORTLAND, OR 97204503-223-3171norris-stevens.comLinkedIn201-500 employeescommercial real estate
Plans on this EIN
4 filings
#001401k-$9.4M - 293 part#002401k-$3.8M - 245 part#501Fully Insured-$1.3M - 178 lives#502Fully Insured-$101K - 234 lives

Retirement portfolio analytics

2 plans aggregated / $13.2M assets / 538 participants

Assets by plan

Share of aggregate retirement assets

71%top
  • PROFIT SHARING PLAN (#001)71%
  • STEVENS INC 401(K) (#002)29%
Total $13.2MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#001)293
  • STEVENS INC 401(K) (#002)245
Total 538Click row to drill in

Benefits portfolio analytics

2 plans / $1.4M premiums / 412 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.3M
  • Vision$1.3M
  • Prescription drug$1.3M
  • Dental$101K
Total $1.4M4 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
93%top
  • KAISER FOUNDATION HEALTH PLAN INC93%
  • DELTA DENTAL OF CALIFORNIA7%
Total $1.4M2 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • USI INSURANCE SERVICES LLC100%
Total $42K1 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

NORRIS & STEVENS, INC. 401(K) PROFIT SHARING PLAN

401k

Assets$9.4M
Participants293
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

NORRIS & STEVENS INC 401(K) PLAN

401k

Assets$3.8M
Participants245
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

NORRIS & STEVENS INC MEDICAL PLAN

Fully Insured - KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST

Premiums$1.3M
Covered lives178
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502

NORRIS & STEVENS INC DENTAL PLAN

Fully Insured - OREGON DENTAL SERVICE DBA DELTA DENTAL PLAN OF OREGON

Premiums$101K
Covered lives234
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001NORRIS & STEVENS, INC. 401(K) PROFIT SHARING PLAN401k$9.4M2932024
002NORRIS & STEVENS INC 401(K) PLAN401k$3.8M2452024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
501NORRIS & STEVENS INC MEDICAL PLANFully InsuredKAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST$1.3M1782024
502NORRIS & STEVENS INC DENTAL PLANFully InsuredOREGON DENTAL SERVICE DBA DELTA DENTAL PLAN OF OREGON$101K2342024
Retirement plans
Welfare plans
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