Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
SALEM CLINIC, P.C.
EIN 93-0791519medical practiceLatest filing 2025
Plans
3
Retirement
2
$158.0M assets
Welfare
1
$862K premiums
Participants
1,260
2020 CAPITOL STREET NE - SALEM, OR 97301503-375-7409salemclinic.orgLinkedIn501-1000 employeesmedical practice
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $158.0M assets / 813 participantsRecordkeeper share
DC plan assets by Schedule C recordkeeper
75%top
- CHARLES SCHWAB & CO., INC.75%
- (Not disclosed)25%
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $862K premiums / 441 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Long-term disability$743K
- Life$703K
- Short-term disability$703K
- Other$703K
- Dental$119K
Carrier market share
Premium dollars by Schedule A carrier
82%top
- HARTFORD LIFE AND ACCIDENT82%
- WILLAMETTE DENTAL INSURANCE, INC.14%
- PRINCIPAL LIFE INSURANCE COMPANY5%
Broker market share
Schedule A broker compensation
91%top
- THE PARTNERS GROUP91%
- DOUG LENHOFF & ASSOCIATES INC9%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#004
SALEM CLINIC, P.C. 401(K) CASH OR DEFERRED SAVINGS PLAN
401k
Assets$118.9M
Participants732
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#006
SALEM CLINIC, P.C. CASH BALANCE PENSION PLAN
CashBalance
Assets$39.2M
Participants81
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#505
SALEM CLINIC HEALTH AND WELFARE PLAN
Mixed - HARTFORD LIFE AND ACCIDENT
Premiums$862K
Covered lives441
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 004 | SALEM CLINIC, P.C. 401(K) CASH OR DEFERRED SAVINGS PLAN | 401k | $118.9M | 732 | 2024 | |
| 006 | SALEM CLINIC, P.C. CASH BALANCE PENSION PLAN | CashBalance | $39.2M | 81 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 505 | SALEM CLINIC HEALTH AND WELFARE PLAN | Mixed | HARTFORD LIFE AND ACCIDENT | $862K | 441 | 2024 |
Retirement plans
Welfare plans