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Sponsor portfolio

LEADINGAGE OREGON

EIN 93-0747109-non-profit organization management-Latest filing 2025
Plans
3
Retirement
1
$444K assets
Welfare
2
$19.5M premiums
Participants
3,052
6975 SW SANDBURG STREET, STE 150 - TIGARD, OR 97223503-684-3788leadingageoregon.orgLinkedIn1-10 employeesnon-profit organization management
Plans on this EIN
3 filings
#001401k-$444K - 3 part#501Mewa-$19.5M - 2,919 lives#502Mewa-0 lives

Benefits portfolio analytics

2 plans / $19.5M premiums / 2,919 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Vision$17.7M
  • Health$17.5M
  • Prescription drug$17.5M
  • Dental$1.4M
  • Other$445K
  • Life$411K
Total $19.5M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
66%top
  • PACIFICSOURCE HEALTH PLANS66%
  • KAISER FOUNDATION HEALTH PLAN INC24%
  • DELTA DENTAL OF CALIFORNIA4%
  • WILLAMETTE DENTAL INSURANCE, INC.3%
  • PRUDENTIAL INSURANCE COMPANY OF AMERICA2%
  • +2 more
Total $19.5M7 slices

Broker market share

Schedule A broker compensation

Split broker
100%top
  • USI INSURANCE SERVICES LLC100%
  • IMG0%
Total $668K2 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

LEADINGAGE OREGON 401(K) RETIREMENT PLAN

401k

Assets$444K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

LEADINGAGE BENEFIT PLAN

Mewa - PACIFICSOURCE HEALTH PLANS

Premiums$19.5M
Covered lives2,919
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502

LEADINGAGE BENEFIT PLAN

Mewa

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001LEADINGAGE OREGON 401(K) RETIREMENT PLAN401k$444K32025

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
501LEADINGAGE BENEFIT PLANMewaPACIFICSOURCE HEALTH PLANS$19.5M2,9192025
502LEADINGAGE BENEFIT PLANMewa-$002024
Retirement plans
Welfare plans
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