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  2. Southern Oregon Aspire Inc
  • Benefits analytics
  • Plan summaries
  • Retirement plans
  • Health & Benefits plans

Filings through Oct 24, 2026.

Southern Oregon Aspire Inc

EIN 93-0654596-individual & family services-Latest filing 2025
Plans
3
Retirement
1
$2.3M assets
Health & Benefits
2
$944K premiums
Participants
432
1465 NE 7TH ST STE B, STE B - GRANTS PASS, OR 975261363541-476-8241soaspire.orgLinkedIn51-200 employeesindividual & family services
Plans on this EIN
3 filings
#001403(b)-$2.3M - 231 part#501Fully insured-$897K - 124 lives#503Fully insured-$47K - 106 lives

Health & Benefits portfolio - carriers, brokers and premium across this company's 2 health and benefits plans.

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
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Plan summaries

Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.

Retirement#001

SOUTHERN OREGON ASPIRE INC 403(B) PLAN

403(b)

Assets$2.3M
Participants231
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501

SOUTHERN OREGON ASPIRE HEALTH PLAN

Fully insured - PACIFICSOURCE HEALTH PLANS

Premiums$897K
Covered lives124
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#503

SOUTHERN OREGON ASPIRE LIFE AND AD&D PLAN

Fully insured - UNITED OF OMAHA LIFE INSURANCE COMPANY

Premiums$47K
Covered lives106
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001SOUTHERN OREGON ASPIRE INC 403(B) PLAN403(b)$2.3M2312025
  • SOUTHERN OREGON ASPIRE INC 403(B) PLAN$2.3M
    #001 · 403(b) · 2025231

Health & Benefits plans

2 plans on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest 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
  • SOUTHERN OREGON ASPIRE HEALTH PLAN$897K
    #501 · Fully insured · PACIFICSOURCE HEALTH PLANS · 2025124
  • SOUTHERN OREGON ASPIRE LIFE AND AD&D PLAN$47K
    #503 · Fully insured · UNITED OF OMAHA LIFE INSURANCE COMPANY · 2025106
Retirement plans
Health & Benefits plans

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  2. Plan summaries
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