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  2. THE PAPE' GROUP, INC.
Sponsor portfolioTH

THE PAPE' GROUP, INC.

EIN 93-1048932-machinery-Latest filing 2024
Plans
2
Retirement
1
$441.8M assets
Welfare
1
$14.8M premiums
Participants
10,156
PO BOX 407 - EUGENE, OR 97440541-342-1234papemh.comLinkedIn1001-5000 employeesmachinery
Plans on this EIN
2 filings
#001401k-$441.8M - 5,930 part#501Fully Insured-$14.8M - 5,642 lives

Benefits portfolio analytics

1 plan / $14.8M premiums / 5,642 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$11.2M
  • Vision$11.2M
  • Prescription drug$11.2M
  • Short-term disability$3.6M
  • Other$3.6M
  • Life$2.4M
  • +2 more
Total $14.8M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
72%top
  • KAISER FOUNDATION HEALTH PLAN INC72%
  • STANDARD INSURANCE COMPANY17%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA8%
  • HAWAII MEDICAL SERVICE ASSOCIATION4%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA0%
Total $14.8M5 slices

Broker market share

Schedule A broker compensation

Split broker
42%top
  • J.L. JONES AND ASSOCIATES42%
  • JEFFREY JONES31%
  • WORKSITE BENEFITS GROUP INC15%
  • MARGARET BRYANT10%
  • BENEFITS BY DESIGN INC2%
  • +3 more
Total $715K8 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

THE PAPE' GROUP, INC. PROFIT SHARING 401(K) PLAN

401k

Assets$441.8M
Participants5,930
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

THE PAPE GROUP, INC. GROUP HEALTH BENEFIT PLAN

Fully Insured - KAISER FOUNDATION HEALTH PLAN, INC.

Premiums$14.8M
Covered lives5,642
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001THE PAPE' GROUP, INC. PROFIT SHARING 401(K) PLAN401k$441.8M5,9302024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501THE PAPE GROUP, INC. GROUP HEALTH BENEFIT PLANFully InsuredKAISER FOUNDATION HEALTH PLAN, INC.$14.8M5,6422024
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Welfare plans
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