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  2. GENERATIONS LLC
Sponsor portfolio

GENERATIONS LLC

EIN 93-1140342-hospital & health care-Latest filing 2025
Plans
2
Retirement
1
$9.2M assets
Welfare
1
$163K premiums
Participants
1,545
8440 SE SUNNYBROOK BOULEVARD, SUITE 100 - CLACKAMAS, OR 97015503-652-0750generationsllc.comLinkedIn1001-5000 employeeshospital & health care
Plans on this EIN
2 filings
#001401k-$9.2M - 1,303 part#745Mewa-$163K - 532 lives

Benefits portfolio analytics

1 plan / $163K premiums / 532 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$163K
  • Vision$163K
Total $163K2 rows

Carrier market share

Premium dollars by Schedule A carrier

Bundled
100%top
  • AMERITAS LIFE INSURANCE CORP.100%
Total $163K1 slice

Broker market share

Schedule A broker compensation

Split broker
100%top
  • ALLIANT INSURANCE SERVICES, INC.100%
  • LOCKTON COMPANIES, LLC0%
Total $12K2 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

GENERATIONS LLC 401(K) PROFIT SHARING PLAN & TRUST

401k

Assets$9.2M
Participants1,303
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#745

GENERATIONS, LLC

Mewa - AMERITAS LIFE INSURANCE CORPORATION

Premiums$163K
Covered lives532
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001GENERATIONS LLC 401(K) PROFIT SHARING PLAN & TRUST401k$9.2M1,3032024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
745GENERATIONS, LLCMewaAMERITAS LIFE INSURANCE CORPORATION$163K5322025
Retirement plans
Welfare plans
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