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  2. IMPERIAL BROWN, INC.
Sponsor portfolioTH

IMPERIAL BROWN, INC.

EIN 93-0692209-Manufacturing-Latest filing 2025
Plans
3
Retirement
2
$32.2M assets
Welfare
1
$402K premiums
Participants
921
198 SE 223RD AVENUE - GRESHAM, OR 97030800-238-4093LinkedIn1-10 employees
Plans on this EIN
3 filings
#001ESOP-$28.7M - 336 part#002401k-$3.4M - 278 part#501Mixed-$402K - 306 lives

Retirement portfolio analytics

2 plans aggregated / $32.2M assets / 614 participants

Assets by plan

Share of aggregate retirement assets

89%top
  • EMPLOYEE STOCK OWNERSHIP (#001)89%
  • 401(K) RETIREMENT PLAN (#002)11%
Total $32.2MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • EMPLOYEE STOCK OWNERSHIP (#001)336
  • 401(K) RETIREMENT PLAN (#002)278
Total 614Click row to drill in

Benefits portfolio analytics

1 plan / $402K premiums / 306 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Short-term disability$168K
  • Dental$87K
  • Life$84K
  • Other$84K
  • Long-term disability$63K
Total $402K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
78%top
  • UNUM LIFE INSURANCE COMPANY OF AMERICA78%
  • STARMOUNT LIFE INSURANCE COMPANY22%
Total $402K2 slices

Broker market share

Schedule A broker compensation

Split broker
29%top
  • PAYNE, CRISTY L29%
  • RUSSELL, SUSAN29%
  • MCCLELLAN, DAVID J11%
  • SUSAN ELIZABETH RUSSELL11%
  • DAVID J MCCLELLAN11%
  • +3 more
Total $89K8 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

IMPERIAL BROWN, INC. EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$28.7M
Participants336
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

IMPERIAL BROWN, INC. 401(K) RETIREMENT PLAN

401k

Assets$3.4M
Participants278
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

IMPERIAL BROWN, INC. WELFARE BENEFIT PLAN

Mixed - COLONIAL LIFE & ACCIDENT INSURANCE COMPANY

Premiums$402K
Covered lives306
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001IMPERIAL BROWN, INC. EMPLOYEE STOCK OWNERSHIP PLANESOP$28.7M3362024
002IMPERIAL BROWN, INC. 401(K) RETIREMENT PLAN401k$3.4M2782025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501IMPERIAL BROWN, INC. WELFARE BENEFIT PLANMixedCOLONIAL LIFE & ACCIDENT INSURANCE COMPANY$402K3062025
Retirement plans
Welfare plans
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