Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
THE OREGON CLINIC, P.C.
EIN 93-1127856hospital & health careLatest filing 2025
Plans
3
Retirement
2
$380.7M assets
Welfare
1
$1.6M premiums
Participants
3,471
541 NE 20TH AVE, SUITE 225 - PORTLAND, OR 97232503-236-0775oregonclinic.comLinkedIn1001-5000 employeeshospital & health care
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $380.7M assets / 2,101 participantsRecordkeeper share
DC plan assets by Schedule C recordkeeper
95%top
- CHARLES SCHWAB & CO., INC.95%
- (Not disclosed)5%
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $1.6M premiums / 1,370 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$1.2M
- Life$969K
- Long-term disability$969K
- Dental$265K
- Short-term disability$160K
- Health$144K
Carrier market share
Premium dollars by Schedule A carrier
61%top
- STANDARD INSURANCE COMPANY61%
- WILLAMETTE DENTAL INSURANCE, INC.17%
- UNUM LIFE INSURANCE COMPANY OF AMERICA10%
- HCC LIFE INSURANCE COMPANY9%
- CANOPY3%
Broker market share
Schedule A broker compensation
100%top
- GALLAGHER BENEFIT SERVICES, INC.100%
- THE PARTNERS GROUP0%
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
Fully Insured - STANDARD INSURANCE COMPANY
Premiums$1.6M
Covered lives1,370
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 003 | THE OREGON CLINIC, P.C. RETIREMENT PLAN | 401k | $360.0M | 1,913 | 2024 | |
| 004 | THE OREGON CLINIC, P.C. CASH BALANCE PLAN | CashBalance | $20.6M | 188 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | THE OREGON CLINIC GROUP INSURANCE PLAN | Fully Insured | STANDARD INSURANCE COMPANY | $1.6M | 1,370 | 2025 |
Retirement plans
Welfare plans