Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$697K
- Prescription drug$697K
- Long-term disability$185K
- Life$81K
- Other$51K
- Vision$48K
Sponsor portfolio
SCHWABE, WILLIAMSON & WYATT, P.C.
EIN 93-1130272Professional, Scientific, and Technical ServicesLatest filing 2024
Plans
2
Retirement
1
$156.2M assets
Welfare
1
$1.0M premiums
Participants
870
1211 SW FIFTH AVE, SUITE 1900, PACWEST CENTER - PORTLAND, OR 97204503-222-9981LinkedIn1-10 employees
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $1.0M premiums / 336 covered livesCarrier market share
Premium dollars by Schedule A carrier
68%top
- KAISER FOUNDATION HEALTH PLAN INC68%
- THE LINCOLN NATIONAL LIFE INSURANCE COMPANY26%
- VISION SERVICE PLAN5%
- UNUM LIFE INSURANCE COMPANY OF AMERICA1%
- CANOPY1%
Broker market share
Schedule A broker compensation
60%top
- PARKER SMITH & FEEK INC.60%
- IMA, INC.40%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
SCHWABE, WILLIAMSON & WYATT, P.C. 401(K) PROFIT SHARING PLAN
401k
Assets$156.2M
Participants527
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
SCHWABE, WILLIAMSON, & WYATT, P.C. EMPLOYEE BENEFITS PLAN
Mixed - KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST
Premiums$1.0M
Covered lives336
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | SCHWABE, WILLIAMSON & WYATT, P.C. 401(K) PROFIT SHARING PLAN | 401k | $156.2M | 527 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | SCHWABE, WILLIAMSON, & WYATT, P.C. EMPLOYEE BENEFITS PLAN | Mixed | KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST | $1.0M | 336 | 2024 |
Retirement plans
Welfare plans