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  2. DESCHUTES BREWERY, INC.
Sponsor portfolioTH

DESCHUTES BREWERY, INC.

EIN 93-0972809-food & beverages-Latest filing 2025
Plans
3
Retirement
2
$36.9M assets
Welfare
1
$284K premiums
Participants
1,307
901 SW SIMPSON AVENUE - BEND, OR 97702541-385-8606deschutesbrewery.comLinkedIn201-500 employeesfood & beverages
Plans on this EIN
3 filings
#001401k-$31.5M - 689 part#002ESOP-$5.4M - 327 part#501Mixed-$284K - 291 lives

Retirement portfolio analytics

2 plans aggregated / $36.9M assets / 1,016 participants

Assets by plan

Share of aggregate retirement assets

85%top
  • BREWERY, INC. 401(K) (#001)85%
  • EMPLOYEE STOCK OWNERSHIP (#002)15%
Total $36.9MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • BREWERY, INC. 401(K) (#001)689
  • EMPLOYEE STOCK OWNERSHIP (#002)327
Total 1,016Click row to drill in

Benefits portfolio analytics

1 plan / $284K premiums / 291 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$284K
  • Life$284K
  • Short-term disability$284K
  • Long-term disability$284K
  • Other$284K
Total $284K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Bundled
100%top
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA100%
Total $284K1 slice

Broker market share

Schedule A broker compensation

Split broker
70%top
  • HUB INTERNATIONAL MIDWEST LIMITED70%
  • SBR SERVICES LLC17%
  • CENTRO BENEFITS RESEARCH LLC12%
Total $46K3 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

DESCHUTES BREWERY, INC. 401(K) PLAN

401k

Assets$31.5M
Participants689
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

DESCHUTES BREWERY, INC. EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$5.4M
Participants327
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

DESCHUTES BREWERY, INC. EMPLOYEE HEALTH BENEFIT PLAN

Mixed - GUARDIAN LIFE INSURANCE COMPANY OF AMERICA

Premiums$284K
Covered lives291
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001DESCHUTES BREWERY, INC. 401(K) PLAN401k$31.5M6892024
002DESCHUTES BREWERY, INC. EMPLOYEE STOCK OWNERSHIP PLANESOP$5.4M3272024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501DESCHUTES BREWERY, INC. EMPLOYEE HEALTH BENEFIT PLANMixedGUARDIAN LIFE INSURANCE COMPANY OF AMERICA$284K2912025
Retirement plans
Welfare plans
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