Assets by plan
Share of aggregate retirement assets
Filings through .
Norris & Stevens, Inc.
EIN 93-0570087commercial real estateLatest filing 2025
Plans
4
Retirement
2
$23.0M assets
Health & Benefits
2
$1.5M premiums
Participants
736
900 SW 5TH AVE STE 1700 - PORTLAND, OR 972041226norris-stevens.comLinkedIn201-500 employeescommercial real estate
Health & Benefits portfolio - carriers, brokers and premium across this company's 2 health and benefits plans.
Retirement portfolio analytics
2 plans aggregated / $23.0M assets / 562 participants
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
2 plans / $1.5M premiums / 420 covered lives
Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$1.4M
- Vision$1.4M
- Prescription drug$1.4M
See carrier and broker market share with Pro.
Pro unlocks:
- Top carriers and their premium share
- Top brokers and their commission share
Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#002
NORRIS & STEVENS, INC. 401(K) PLAN
401(k)
Assets$13.5M
Participants269
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#001
NORRIS & STEVENS, INC. 401(K) PROFIT SHARING PLAN
401(k)
Assets$9.4M
Participants293
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501
NORRIS & STEVENS INC MEDICAL PLAN
Fully insured - KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST
Premiums$1.4M
Covered lives186
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#502
NORRIS & STEVENS INC DENTAL PLAN
Fully insured - OREGON DENTAL SERVICE DBA DELTA DENTAL PLAN OF OREGON
Premiums$101K
Covered lives234
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #002 | NORRIS & STEVENS, INC. 401(K) PLAN | 401(k) | $13.5M | 269 | 2025 |
| #001 | NORRIS & STEVENS, INC. 401(K) PROFIT SHARING PLAN | 401(k) | $9.4M | 293 | 2024 |
- #002 · 401(k) · 2025269
- #001 · 401(k) · 2024293
Health & Benefits plans
2 plans on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #501 | NORRIS & STEVENS INC MEDICAL PLAN | Fully insured | KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST | $1.4M | 186 | 2025 |
| #502 | NORRIS & STEVENS INC DENTAL PLAN | Fully insured | OREGON DENTAL SERVICE DBA DELTA DENTAL PLAN OF OREGON | $101K | 234 | 2024 |
- #501 · Fully insured · KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST · 2025186
- #502 · Fully insured · OREGON DENTAL SERVICE DBA DELTA DENTAL PLAN OF OREGON · 2024234
Retirement plans
Health & Benefits plans