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Sponsor portfolio

PARTNERS IN CARE

EIN 93-0756143-hospital & health care-Latest filing 2025
Plans
2
Retirement
1
$18.6M assets
Welfare
1
$2.8M premiums
Participants
487
2075 NE WYATT COURT - BEND, OR 97701541-382-5882partnersbend.orgLinkedIn201-500 employeeshospital & health care
Plans on this EIN
2 filings
#001403b-$18.6M - 286 part#501Fully Insured-$2.8M - 253 lives

Benefits portfolio analytics

1 plan / $2.8M premiums / 253 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.6M
  • Prescription drug$2.6M
  • Other$162K
  • Life$131K
  • Short-term disability$131K
  • Long-term disability$131K
Total $2.8M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
94%top
  • PACIFICSOURCE HEALTH PLANS94%
  • PRUDENTIAL INSURANCE COMPANY OF AMERICA5%
  • AFLAC1%
Total $2.8M3 slices

Broker market share

Schedule A broker compensation

Split broker
95%top
  • BROWN & BROWN INSURANCE SERVICES95%
  • KATE THOMAS GROUP INC4%
  • RYAN GEORGE KRUIT1%
  • JAMES S SARANTIS1%
  • IMG0%
Total $100K5 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

PARTNERS IN CARE 403(B) PLAN

403b

Assets$18.6M
Participants286
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

PARTNERS IN CARE EMPLOYEE BENEFITS PLAN

Fully Insured - PACIFICSOURCE HEALTH PLANS

Premiums$2.8M
Covered lives253
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001PARTNERS IN CARE 403(B) PLAN403b$18.6M2862025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501PARTNERS IN CARE EMPLOYEE BENEFITS PLANFully InsuredPACIFICSOURCE HEALTH PLANS$2.8M2532025
Retirement plans
Welfare plans
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