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Sponsor portfolioTH

PERKINS AND COMPANY P.C.

EIN 93-0928924-accounting-Latest filing 2025
Plans
2
Retirement
1
$50.1M assets
Welfare
1
$293K premiums
Participants
518
1211 SW 5TH AVENUE, SUITE 1000 - PORTLAND, OR 97204503-221-0336perkinsaccounting.comLinkedIn201-500 employeesaccounting
Plans on this EIN
2 filings
#001401k-$50.1M - 330 part#501Mixed-$293K - 188 lives

Benefits portfolio analytics

1 plan / $293K premiums / 188 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$293K
  • Vision$267K
  • Life$267K
  • Long-term disability$267K
  • Other$267K
Total $293K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
91%top
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA91%
  • WILLAMETTE DENTAL INSURANCE, INC.9%
Total $293K2 slices

Broker market share

Schedule A broker compensation

Split broker
96%top
  • PROFESSIONAL GROUP PLANS INC96%
  • BENNIE INSURANCE, LLC4%
Total $35K2 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

PERKINS & COMPANY P.C. EMPLOYEE 401(K) PROFIT SHARING PLAN

401k

Assets$50.1M
Participants330
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

PERKINS AND COMPANY P.C. WELFARE BENEFITS PLAN

Mixed - THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA

Premiums$293K
Covered lives188
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001PERKINS & COMPANY P.C. EMPLOYEE 401(K) PROFIT SHARING PLAN401k$50.1M3302024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501PERKINS AND COMPANY P.C. WELFARE BENEFITS PLANMixedTHE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA$293K1882025
Retirement plans
Welfare plans
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