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  2. GEM EQUIPMENT OF OREGON, INC
Sponsor portfolio

GEM EQUIPMENT OF OREGON, INC

EIN 93-0572107-mechanical or industrial engineering-Latest filing 2024
Plans
2
Retirement
1
$10.9M assets
Welfare
1
$1.3M premiums
Participants
298
2150 PROGRESS WAY - WOODBURN, OR 97071503-982-9902LinkedIn1-10 employeesmechanical or industrial engineering
Plans on this EIN
2 filings
#001401k-$10.9M - 173 part#501Fully Insured-$1.3M - 260 lives

Benefits portfolio analytics

1 plan / $1.3M premiums / 260 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.1M
  • Vision$114K
  • Life$114K
  • Short-term disability$114K
  • Long-term disability$114K
  • Dental$108K
Total $1.3M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
83%top
  • KAISER FOUNDATION HEALTH PLAN INC83%
  • PRINCIPAL LIFE INSURANCE COMPANY9%
  • DELTA DENTAL OF CALIFORNIA8%
Total $1.3M3 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • WHA INSURANCE AGENCY INC100%
Total $46K1 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

GEM EQUIPMENT OF OREGON, INC EMPLOYEES' 401(K) SALARY REDUCTION PLAN

401k

Assets$10.9M
Participants173
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

GEM EQUIPMENT OF OREGON INC. HEALTH AND WELFARE BENEFIT PLAN

Fully Insured - KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST

Premiums$1.3M
Covered lives260
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001GEM EQUIPMENT OF OREGON, INC EMPLOYEES' 401(K) SALARY REDUCTION PLAN401k$10.9M1732024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501GEM EQUIPMENT OF OREGON INC. HEALTH AND WELFARE BENEFIT PLANFully InsuredKAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST$1.3M2602024
Retirement plans
Welfare plans
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