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Sponsor portfolioTH

POWELL'S BOOKS, INC.

EIN 93-0794762-retail-Latest filing 2025
Plans
2
Retirement
1
$30.5M assets
Welfare
1
$560K premiums
Participants
729
PO BOX 3989 - PORTLAND, OR 97208503-228-0540powells.comLinkedIn501-1000 employeesretail
Plans on this EIN
2 filings
#001401k-$30.5M - 539 part#501Mixed-$560K - 645 lives

Benefits portfolio analytics

1 plan / $560K premiums / 645 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$422K
  • Life$104K
  • Long-term disability$104K
  • Other$104K
  • Stop-loss$34K
Total $560K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
75%top
  • COMPANION LIFE INSURANCE COMPANY75%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY19%
  • AETNA LIFE INSURANCE COMPANY6%
Total $560K3 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • INTERMEDIARY SERVICES LLC100%
Total $7K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

POWELL'S BOOKS RETIREMENT 401(K) AND SAVINGS PLAN

401k

Assets$30.5M
Participants539
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

POWELL'S BOOKS, INC. HEALTH BENEFIT PLAN

Mixed - COMPANION LIFE OF COLUMBIA, SC

Premiums$560K
Covered lives645
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001POWELL'S BOOKS RETIREMENT 401(K) AND SAVINGS PLAN401k$30.5M5392025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501POWELL'S BOOKS, INC. HEALTH BENEFIT PLANMixedCOMPANION LIFE OF COLUMBIA, SC$560K6452025
Retirement plans
Welfare plans
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