PlanOptica
Pricing
Sign inSign up free
  1. Companies/
  2. OREGON ANESTHESIOLOGY GROUP, P.C.
Sponsor portfolio

OREGON ANESTHESIOLOGY GROUP, P.C.

EIN 93-1013923-hospital & health care-Latest filing 2024
Plans
3
Retirement
2
$394.9M assets
Welfare
1
$691K premiums
Participants
604
707 S W WASHINGTON ST, SUITE 700 - PORTLAND, OR 97205503-299-9906oagpc.comLinkedIn201-500 employeeshospital & health care
Plans on this EIN
3 filings
#001401k-$385.8M - 356 part#002CashBalance-$9.1M - 96 part#501Fully Insured-$691K - 365 lives

Retirement portfolio analytics

2 plans aggregated / $394.9M assets / 452 participants

Assets by plan

Share of aggregate retirement assets

98%top
  • PROFIT SHARING PLAN (#001)98%
  • PLAN AND TRUST (#002)2%
Total $394.9MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
98%top
  • GREAT-WEST LIFE & ANNUITY INSURANCE98%
  • (Not disclosed)2%
Total $394.9MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#001)356
  • PLAN AND TRUST (#002)96
Total 452Click row to drill in

Benefits portfolio analytics

1 plan / $691K premiums / 365 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$466K
  • Short-term disability$457K
  • Long-term disability$457K
  • Other$457K
  • Health$225K
  • Stop-loss$225K
Total $691K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
66%top
  • SUN LIFE ASSURANCE COMPANY OF CANADA66%
  • LIFEMAP ASSURANCE COMPANY33%
  • THE PAUL REVERE LIFE INSURANCE COMPANY1%
Total $691K3 slices

Broker market share

Schedule A broker compensation

Split broker
95%top
  • ALDRICH BENEFITS LP95%
  • MGIS1%
  • MAGNACORP INSURANCE AGENCY1%
  • TODD R STUCKY1%
  • STEPHEN KENNETH MELROSE1%
Total $12K5 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

OREGON ANESTHESIOLOGY GROUP, P.C. 401(K) PROFIT SHARING PLAN

401k

Assets$385.8M
Participants356
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

OREGON ANESTHESIOLOGY GROUP CASH BALANCE PLAN AND TRUST

CashBalance

Assets$9.1M
Participants96
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

OREGON ANESTHESIOLOGY GROUP PC EMPLOYEE BENEFITS PLAN

Fully Insured - SUN LIFE ASSURANCE COMPANY OF CANADA

Premiums$691K
Covered lives365
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001OREGON ANESTHESIOLOGY GROUP, P.C. 401(K) PROFIT SHARING PLAN401k$385.8M3562024
002OREGON ANESTHESIOLOGY GROUP CASH BALANCE PLAN AND TRUSTCashBalance$9.1M962024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501OREGON ANESTHESIOLOGY GROUP PC EMPLOYEE BENEFITS PLANFully InsuredSUN LIFE ASSURANCE COMPANY OF CANADA$691K3652024
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Every retirement and welfare filing, 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
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica