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SERA ARCHITECTS, INC.

EIN 93-0723380-architecture & planning-Latest filing 2024
Plans
3
Retirement
2
$27.5M assets
Welfare
1
$1.1M premiums
Participants
445
600 SW 10TH AVENUE, SUITE 500 - PORTLAND, OR 97205503-445-7372LinkedIn51-200 employeesarchitecture & planning
Plans on this EIN
3 filings
#002401k-$17.0M - 150 part#003ESOP-$10.5M - 219 part#501Fully Insured-$1.1M - 105 lives

Retirement portfolio analytics

2 plans aggregated / $27.5M assets / 369 participants

Assets by plan

Share of aggregate retirement assets

62%top
  • PROFIT SHARING PLAN (#002)62%
  • EMPLOYEE STOCK OWNERSHIP (#003)38%
Total $27.5MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
62%top
  • TRANSAMERICA RETIREMENT SOLUTIONS62%
  • (Not disclosed)38%
Total $27.5MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • EMPLOYEE STOCK OWNERSHIP (#003)219
  • PROFIT SHARING PLAN (#002)150
Total 369Click row to drill in

Benefits portfolio analytics

1 plan / $1.1M premiums / 105 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$1.0M
  • Health$981K
  • Vision$981K
  • Prescription drug$981K
  • Dental$68K
  • Life$59K
  • +2 more
Total $1.1M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
88%top
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY88%
  • HARTFORD LIFE AND ACCIDENT5%
  • AMERITAS LIFE INSURANCE CORP.4%
  • WILLAMETTE DENTAL INSURANCE, INC.2%
  • FIRST STOP HEALTH0%
  • +1 more
Total $1.1M6 slices

Broker market share

Schedule A broker compensation

Split broker
97%top
  • DAVIDSON BENEFITS PLANNING LLC97%
  • GCG FINANCIAL LLC3%
Total $28K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

SERA ARCHITECTS, INC. PROFIT SHARING PLAN

401k

Assets$17.0M
Participants150
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

SERA ARCHITECTS, INC. EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$10.5M
Participants219
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

SERA ARCHITECTS WELFARE BENEFIT PLAN

Fully Insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY

Premiums$1.1M
Covered lives105
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002SERA ARCHITECTS, INC. PROFIT SHARING PLAN401k$17.0M1502024
003SERA ARCHITECTS, INC. EMPLOYEE STOCK OWNERSHIP PLANESOP$10.5M2192024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501SERA ARCHITECTS WELFARE BENEFIT PLANFully InsuredCIGNA HEALTH AND LIFE INSURANCE COMPANY$1.1M1052024
Retirement plans
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