PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. DOUGLAS COUNTY, INC
Sponsor portfolio

DOUGLAS COUNTY, INC

EIN 93-0899201-Latest filing 2025
Plans
2
Retirement
1
$8.8M assets
Welfare
1
$1.3M premiums
Participants
322
PO BOX 848 - WINCHESTER, OR 97495541-672-5711
Plans on this EIN
2 filings
#001401k-$8.8M - 192 part#501Fully Insured-$1.3M - 307 lives

Benefits portfolio analytics

1 plan / $1.3M premiums / 307 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.2M
  • Prescription drug$1.2M
  • Dental$105K
  • Vision$42K
  • Life$42K
  • Other$42K
  • +1 more
Total $1.3M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
90%top
  • BLUE CROSS OF CALIFORNIA90%
  • METROPOLITAN LIFE INSURANCE COMPANY6%
  • AFLAC2%
  • VISION SERVICE PLAN1%
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY1%
Total $1.3M5 slices

Broker market share

Schedule A broker compensation

Split broker
89%top
  • K.P.D. INSURANCE, LLC89%
  • MARCI MARIE OTIS4%
  • IMA, INC.2%
  • CAROL A. KENYON2%
  • JOSEPH FIDDY INC1%
  • +3 more
Total $34K8 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

SAVINGS PLAN FOR EMPLOYEES OF DOUGLAS COUNTY INCORPORATED

401k

Assets$8.8M
Participants192
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

DOUGLAS COUNTY, INC HEALTH & WELFARE BENEFIT PLAN

Fully Insured - REGENCE BLUECROSS BLUESHIELD OF OREGON

Premiums$1.3M
Covered lives307
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001SAVINGS PLAN FOR EMPLOYEES OF DOUGLAS COUNTY INCORPORATED401k$8.8M1922024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501DOUGLAS COUNTY, INC HEALTH & WELFARE BENEFIT PLANFully InsuredREGENCE BLUECROSS BLUESHIELD OF OREGON$1.3M3072025
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica