Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$9.8M
- Prescription drug$9.8M
- Other$557K
- Life$529K
- Dental$295K
- Short-term disability$234K
- +1 more
Sponsor portfolio
ADAPT, INC.
EIN 93-0611783Latest filing 2025
Plans
2
Retirement
1
$22.8M assets
Welfare
1
$10.4M premiums
Participants
1,200
621 WEST MADRONE - ROSEBURG, OR 97470541-672-2691
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $10.4M premiums / 1,035 covered livesCarrier market share
Premium dollars by Schedule A carrier
94%top
- PROVIDENCE HEALTH PLAN94%
- METROPOLITAN LIFE INSURANCE COMPANY3%
- UNUM LIFE INSURANCE COMPANY OF AMERICA2%
- VISION SERVICE PLAN1%
- CANOPY0%
Broker market share
Schedule A broker compensation
79%top
- JD FULWILER AND COMPANY79%
- MARGARET BRYANT15%
- WORKSITE BENEFITS GROUP INC5%
- ISAACSON INSURANCE AGENCY LLC0%
- CHRISTINE LYNN MORGESTER0%
- +2 more
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
ADAPT 401(K) PROFIT SHARING PLAN & TRUST
401k
Assets$22.8M
Participants639
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
ADAPT, INC. HEALTH AND WELFARE PLAN
Fully Insured - PROVIDENCE HEALTH PLAN
Premiums$10.4M
Covered lives1,035
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | ADAPT 401(K) PROFIT SHARING PLAN & TRUST | 401k | $22.8M | 639 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | ADAPT, INC. HEALTH AND WELFARE PLAN | Fully Insured | PROVIDENCE HEALTH PLAN | $10.4M | 1,035 | 2025 |
Retirement plans
Welfare plans