Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$1.3M
- Dental$91K
- Life$82K
- Long-term disability$82K
- Other$82K
- Vision$15K
Sponsor portfolio
GEFFEN, MESHER & COMPANY, P.C.
EIN 93-1042710Professional, Scientific, and Technical ServicesLatest filing 2024
Plans
2
Retirement
1
$40.9M assets
Welfare
1
$1.5M premiums
Participants
411
888 SW 5TH AVE., SUITE 800 - PORTLAND, OR 972042066503-221-0141douglovettcpa.comLinkedIn51-200 employees
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $1.5M premiums / 250 covered livesCarrier market share
Premium dollars by Schedule A carrier
88%top
- AETNA LIFE INSURANCE COMPANY88%
- METROPOLITAN LIFE INSURANCE COMPANY6%
- THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA5%
- VISION SERVICE PLAN1%
Broker market share
Schedule A broker compensation
100%top
- BROWN & BROWN INSURANCE SERVICES100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
GEFFEN, MESHER & CO., P.C. 401(K) PLAN
ProfitSharing
Assets$40.9M
Participants245
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
GEFFEN MESHER & COMPANY P. C. EMPLOYEE BENEFITS PLAN
Fully Insured - AETNA LIFE INSURANCE CO.
Premiums$1.5M
Covered lives250
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | GEFFEN, MESHER & CO., P.C. 401(K) PLAN | ProfitSharing | $40.9M | 245 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | GEFFEN MESHER & COMPANY P. C. EMPLOYEE BENEFITS PLAN | Fully Insured | AETNA LIFE INSURANCE CO. | $1.5M | 250 | 2024 |
Retirement plans
Welfare plans