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  2. SLOCUM ORTHOPEDICS, P.C.
Sponsor portfolio

SLOCUM ORTHOPEDICS, P.C.

EIN 93-0603212-Health Care and Social Assistance-Latest filing 2025
Plans
3
Retirement
2
$76.6M assets
Welfare
1
$439K premiums
Participants
838
55 COBURG ROAD - EUGENE, OR 97401541-485-8111
Plans on this EIN
3 filings
#001401k-$73.6M - 457 part#002CashBalance-$3.0M - 57 part#502Mixed-$439K - 506 lives

Retirement portfolio analytics

2 plans aggregated / $76.6M assets / 514 participants

Assets by plan

Share of aggregate retirement assets

96%top
  • PROFIT SHARING PLAN (#001)96%
  • CASH BALANCE PLAN (#002)4%
Total $76.6MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#001)457
  • CASH BALANCE PLAN (#002)57
Total 514Click row to drill in

Benefits portfolio analytics

1 plan / $439K premiums / 506 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$298K
  • Life$141K
  • Long-term disability$141K
  • Other$141K
Total $439K4 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
68%top
  • DELTA DENTAL OF CALIFORNIA68%
  • LIFE INSURANCE COMPANY OF NORTH AMERICA32%
Total $439K2 slices

Broker market share

Schedule A broker compensation

Split broker
67%top
  • J.L. JONES INSURANCE SERVICES, LLC67%
  • IMA, INC.33%
Total $32K2 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

SLOCUM ORTHOPEDICS, P.C. 401(K) PROFIT SHARING PLAN

401k

Assets$73.6M
Participants457
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

SLOCUM ORTHOPEDICS, P.C. CASH BALANCE PLAN

CashBalance

Assets$3.0M
Participants57
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

SLOCUM ORTHOPEDICS, PC WELFARE BENEFIT PLAN

Mixed - OREGON DENTAL SERVICE DBA DELTA DENTAL PLAN OF OREGON

Premiums$439K
Covered lives506
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001SLOCUM ORTHOPEDICS, P.C. 401(K) PROFIT SHARING PLAN401k$73.6M4572024
002SLOCUM ORTHOPEDICS, P.C. CASH BALANCE PLANCashBalance$3.0M572025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
502SLOCUM ORTHOPEDICS, PC WELFARE BENEFIT PLANMixedOREGON DENTAL SERVICE DBA DELTA DENTAL PLAN OF OREGON$439K5062025
Retirement plans
Welfare plans
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