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Sponsor portfolioTH

OPTIONS FOR SOUTHERN OREGON, INC.

EIN 93-0804385-mental health care-Latest filing 2025
Plans
2
Retirement
1
$28.8M assets
Welfare
1
$307K premiums
Participants
1,197
1215 SW G ST - GRANT PASS, OR 975262544541-476-2373optionsonline.orgLinkedIn201-500 employeesmental health care
Plans on this EIN
2 filings
#001403b-$28.8M - 702 part#501Mixed-$307K - 492 lives

Benefits portfolio analytics

1 plan / $307K premiums / 492 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$307K
  • Short-term disability$307K
  • Long-term disability$307K
  • Other$307K
Total $307K4 rows

Carrier market share

Premium dollars by Schedule A carrier

Bundled
100%top
  • STANDARD INSURANCE COMPANY100%
Total $307K1 slice

Broker market share

Schedule A broker compensation

Single broker
100%top
  • JD FULWILER AND COMPANY100%
Total $31K1 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

OPTIONS FOR SOUTHERN OREGON, INC. 403(B) PLAN

403b

Assets$28.8M
Participants702
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

OPTIONS FOR SOUTHERN OREGON, INC.

Mixed - STANDARD INSURANCE COMPANY

Premiums$307K
Covered lives492
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001OPTIONS FOR SOUTHERN OREGON, INC. 403(B) PLAN403b$28.8M7022025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501OPTIONS FOR SOUTHERN OREGON, INC.MixedSTANDARD INSURANCE COMPANY$307K4922025
Retirement plans
Welfare plans
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