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  2. OREGON ANESTHESIOLOGY GROUP PC
Sponsor portfolio

OREGON ANESTHESIOLOGY GROUP PC

EIN 93-1013923-hospital & health care-Latest filing 2025
Plans
3
Retirement
2
$394.9M assets
Welfare
1
$2.8M premiums
Participants
583
707 SW WASHINGTON STREET, 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#501Mixed-$2.8M - 360 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 / $2.8M premiums / 360 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.4M
  • Life$419K
  • Long-term disability$414K
  • Other$414K
Total $2.8M4 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
85%top
  • BLUE CROSS OF CALIFORNIA85%
  • SUN LIFE ASSURANCE COMPANY OF CANADA15%
  • THE PAUL REVERE LIFE INSURANCE COMPANY0%
Total $2.8M3 slices

Broker market share

Schedule A broker compensation

Split broker
99%top
  • ALLIANT INSURANCE SERVICES, INC.99%
  • MGIS1%
  • MAGNACORP INSURANCE AGENCY0%
  • TODD R STUCKY0%
  • STEPHEN KENNETH MELROSE0%
Total $30K5 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

Mixed - REGENCE BLUECROSS BLUESHIELD OF OREGON

Premiums$2.8M
Covered lives360
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 PLANMixedREGENCE BLUECROSS BLUESHIELD OF OREGON$2.8M3602025
Retirement plans
Welfare plans
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