Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$1.9M
- Vision$1.9M
- Prescription drug$1.9M
- Life$81K
- Long-term disability$81K
- Other$81K
- +1 more
Sponsor portfolioTH
OREGON PACIFIC BANKING CO
EIN 93-0742995bankingLatest filing 2025
Plans
2
Retirement
1
$12.3M assets
Welfare
1
$2.0M premiums
Participants
318
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $2.0M premiums / 375 covered livesCarrier market share
Premium dollars by Schedule A carrier
95%top
- BLUE CROSS OF CALIFORNIA95%
- METROPOLITAN LIFE INSURANCE COMPANY4%
- AFLAC1%
Broker market share
Schedule A broker compensation
97%top
- J.L. JONES INSURANCE SERVICES, LLC97%
- REBECCA L. HILL1%
- MJ INSURANCE1%
- RICHARD E. SYFERT0%
- JEROMY E. CILLEY0%
- +3 more
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
OREGON PACIFIC BANK 401K PLAN
401k
Assets$12.3M
Participants171
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
OREGON PACIFIC BANK HEALTH & WELFARE BENEFIT PLAN
Mixed - REGENCE BLUECROSS BLUESHIELD OF OREGON
Premiums$2.0M
Covered lives375
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | OREGON PACIFIC BANK 401K PLAN | 401k | $12.3M | 171 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | OREGON PACIFIC BANK HEALTH & WELFARE BENEFIT PLAN | Mixed | REGENCE BLUECROSS BLUESHIELD OF OREGON | $2.0M | 375 | 2025 |
Retirement plans
Welfare plans