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  2. THE OREGON CLINIC, P.C.
Sponsor portfolio

THE OREGON CLINIC, P.C.

EIN 93-1127856-hospital & health care-Latest filing 2024
Plans
3
Retirement
2
$380.7M assets
Welfare
1
$1.3M premiums
Participants
3,497
541 NE 20TH AVE, STE 225 - PORTLAND, OR 97232503-963-2845oregonclinic.comLinkedIn1001-5000 employeeshospital & health care
Plans on this EIN
3 filings
#003401k-$360.0M - 1,913 part#004CashBalance-$20.6M - 188 part#501Mixed-$1.3M - 1,396 lives

Retirement portfolio analytics

2 plans aggregated / $380.7M assets / 2,101 participants

Assets by plan

Share of aggregate retirement assets

95%top
  • P.C. RETIREMENT PLAN (#003)95%
  • CASH BALANCE PLAN (#004)5%
Total $380.7MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
95%top
  • CHARLES SCHWAB & CO., INC.95%
  • (Not disclosed)5%
Total $380.7MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • P.C. RETIREMENT PLAN (#003)1,913
  • CASH BALANCE PLAN (#004)188
Total 2,101Click row to drill in

Benefits portfolio analytics

1 plan / $1.3M premiums / 1,396 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$852K
  • Long-term disability$852K
  • Dental$280K
  • Short-term disability$167K
  • Other$41K
Total $1.3M5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
64%top
  • STANDARD INSURANCE COMPANY64%
  • WILLAMETTE DENTAL INSURANCE, INC.21%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA12%
  • CANOPY3%
Total $1.3M4 slices

Broker market share

Schedule A broker compensation

Split broker
76%top
  • THE PARTNERS GROUP76%
  • GALLAGHER BENEFIT SERVICES, INC.23%
  • C2 CENTRIC LLC1%
Total $170K3 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#003

THE OREGON CLINIC, P.C. RETIREMENT PLAN

401k

Assets$360.0M
Participants1,913
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#004

THE OREGON CLINIC, P.C. CASH BALANCE PLAN

CashBalance

Assets$20.6M
Participants188
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

THE OREGON CLINIC GROUP INSURANCE PLAN

Mixed - STANDARD INSURANCE COMPANY

Premiums$1.3M
Covered lives1,396
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
003THE OREGON CLINIC, P.C. RETIREMENT PLAN401k$360.0M1,9132024
004THE OREGON CLINIC, P.C. CASH BALANCE PLANCashBalance$20.6M1882024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501THE OREGON CLINIC GROUP INSURANCE PLANMixedSTANDARD INSURANCE COMPANY$1.3M1,3962024
Retirement plans
Welfare plans
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