Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
COMMUNITY SERVICES, INC.
EIN 93-0984702individual & family servicesLatest filing 2025
Plans
3
Retirement
2
$4.6M assets
Welfare
1
$775K premiums
Participants
377
14215 NW SCIENCE PARK DR - PORTLAND, OR 972295416503-648-6415LinkedIn51-200 employeesindividual & family services
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $4.6M assets / 247 participantsParticipants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $775K premiums / 130 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$648K
- Prescription drug$648K
- Other$128K
- Dental$95K
- Life$95K
- Short-term disability$95K
Carrier market share
Premium dollars by Schedule A carrier
84%top
- AETNA LIFE INSURANCE COMPANY84%
- THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA12%
- UNUM LIFE INSURANCE COMPANY OF AMERICA4%
Broker market share
Schedule A broker compensation
79%top
- BROWN & BROWN INSURANCE SERVICES79%
- HEARTSEASE LLC13%
- WORKSITE BENEFITS GROUP INC4%
- BENEFITS BY DESIGN INC2%
- JEFFREY DEAN SHIPMAN1%
- +2 more
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF COMMUNITY SERVICES, INC.
401k
Assets$2.4M
Participants148
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF COMMUNITY SERVICES, INC.
401k
Assets$2.2M
Participants99
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
COMMUNITY SERVICES, INC. HEALTH & WELFARE BENEFIT PLAN
Fully Insured - AETNA LIFE INSURANCE CO.
Premiums$775K
Covered lives130
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF COMMUNITY SERVICES, INC. | 401k | $2.4M | 148 | 2025 | |
| 001 | 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF COMMUNITY SERVICES, INC. | 401k | $2.2M | 99 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | COMMUNITY SERVICES, INC. HEALTH & WELFARE BENEFIT PLAN | Fully Insured | AETNA LIFE INSURANCE CO. | $775K | 130 | 2025 |
Retirement plans
Welfare plans