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Sponsor portfolio

SOUTHERN OREGON ASPIRE INC

EIN 93-0654596-individual & family services-Latest filing 2025
Plans
3
Retirement
1
$2.0M assets
Welfare
2
$944K premiums
Participants
379
1465 NE 7TH ST STE B - GRANTS PASS, OR 975261363541-476-8241soaspire.orgLinkedIn51-200 employeesindividual & family services
Plans on this EIN
3 filings
#001403b-$2.0M - 178 part#501Fully Insured-$897K - 124 lives#503Fully Insured-$47K - 106 lives

Benefits portfolio analytics

2 plans / $944K premiums / 230 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$897K
  • Dental$897K
  • Prescription drug$897K
  • Life$47K
  • Other$47K
Total $944K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
95%top
  • PACIFICSOURCE HEALTH PLANS95%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY5%
Total $944K2 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • BOB HART INSURANCE INC100%
Total $31K1 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

SOUTHERN OREGON ASPIRE INC 403(B) PLAN

403b

Assets$2.0M
Participants178
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

SOUTHERN OREGON ASPIRE HEALTH PLAN

Fully Insured - PACIFICSOURCE HEALTH PLANS

Premiums$897K
Covered lives124
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#503

SOUTHERN OREGON ASPIRE LIFE AND AD&D PLAN

Fully Insured - UNITED OF OMAHA LIFE INSURANCE COMPANY

Premiums$47K
Covered lives106
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001SOUTHERN OREGON ASPIRE INC 403(B) PLAN403b$2.0M1782024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
501SOUTHERN OREGON ASPIRE HEALTH PLANFully InsuredPACIFICSOURCE HEALTH PLANS$897K1242025
503SOUTHERN OREGON ASPIRE LIFE AND AD&D PLANFully InsuredUNITED OF OMAHA LIFE INSURANCE COMPANY$47K1062025
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