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Sponsor portfolioTH

MACKENZIE ENGINEERING, INC.

EIN 93-0573937-Latest filing 2025
Plans
3
Retirement
1
$63.7M assets
Welfare
2
$284K premiums
Participants
567
1515 SE WATER AVENUE, SUITE 100 - PORTLAND, OR 97214503-224-9560
Plans on this EIN
3 filings
#001401k-$63.7M - 356 part#501Mixed-$284K - 335 lives#502Self Funded-0 lives

Benefits portfolio analytics

2 plans / $284K premiums / 335 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$178K
  • Life$106K
  • Other$106K
  • Short-term disability$87K
  • Long-term disability$87K
Total $284K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
63%top
  • DELTA DENTAL OF CALIFORNIA63%
  • LIFE INSURANCE COMPANY OF NORTH AMERICA31%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY7%
Total $284K3 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • USI INSURANCE SERVICES LLC100%
Total $27K1 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

MACKENZIE ENGINEERING EMPLOYEES 401(K) PROFIT SHARING PLAN

401k

Assets$63.7M
Participants356
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

MACKENZIE ENGINEERING, INC. HEALTH AND WELFARE PLAN

Mixed - OREGON DENTAL SERVICE DBA DELTA DENTAL PLAN OF OREGON

Premiums$284K
Covered lives335
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502

MACKENZIE ENGINEERING, INC. VEBA TRUST

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001MACKENZIE ENGINEERING EMPLOYEES 401(K) PROFIT SHARING PLAN401k$63.7M3562024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
501MACKENZIE ENGINEERING, INC. HEALTH AND WELFARE PLANMixedOREGON DENTAL SERVICE DBA DELTA DENTAL PLAN OF OREGON$284K3352025
502MACKENZIE ENGINEERING, INC. VEBA TRUSTSelf Funded-$002025
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