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Sponsor portfolio

TRANSITION PROJECTS, INC.

EIN 93-0591582-non-profit organization management-Latest filing 2025
Plans
2
Retirement
1
$4.3M assets
Welfare
1
$2.4M premiums
Participants
653
665 NW HOYT ST. - PORTLAND, OR 97209503-280-4683tprojects.orgLinkedIn201-500 employeesnon-profit organization management
Plans on this EIN
2 filings
#001401k-$4.3M - 302 part#501Fully Insured-$2.4M - 369 lives

Benefits portfolio analytics

1 plan / $2.4M premiums / 369 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Vision$2.1M
  • Health$2.1M
  • Prescription drug$2.1M
  • Life$198K
  • Other$198K
  • Short-term disability$84K
  • +2 more
Total $2.4M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
88%top
  • KAISER FOUNDATION HEALTH PLAN INC88%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA5%
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY4%
  • WILLAMETTE DENTAL INSURANCE, INC.2%
  • VISION SERVICE PLAN1%
Total $2.4M5 slices

Broker market share

Schedule A broker compensation

Split broker
78%top
  • USI INSURANCE SERVICES LLC78%
  • HEARTSEASE LLC7%
  • DAVID KINNEY6%
  • WORKSITE BENEFITS GROUP INC4%
  • BENEFITS BY DESIGN INC2%
  • +2 more
Total $97K7 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

TRANSITION PROJECTS, INC. 401(K) EMPLOYEE SAVINGS PLAN

401k

Assets$4.3M
Participants302
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

TRANSITION PROJECTS HEALTH AND WELFARE PLAN

Fully Insured - KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST

Premiums$2.4M
Covered lives369
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001TRANSITION PROJECTS, INC. 401(K) EMPLOYEE SAVINGS PLAN401k$4.3M3022025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501TRANSITION PROJECTS HEALTH AND WELFARE PLANFully InsuredKAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST$2.4M3692025
Retirement plans
Welfare plans
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