Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$1.2M
- Dental$1.2M
- Vision$1.2M
- Other$78K
- Life$67K
- Long-term disability$57K
- +1 more
Sponsor portfolio
SATHER BYERLY & HOLLOWAY, LLP
EIN 93-1210764Professional, Scientific, and Technical ServicesLatest filing 2025
Plans
2
Retirement
1
$17.4M assets
Welfare
1
$1.3M premiums
Participants
259
1200 SW MAIN STREET - PORTLAND, OR 97205503-225-5858
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $1.3M premiums / 360 covered livesCarrier market share
Premium dollars by Schedule A carrier
94%top
- UNITEDHEALTHCARE INSURANCE COMPANY94%
- UNUM LIFE INSURANCE COMPANY OF AMERICA6%
Broker market share
Schedule A broker compensation
100%top
- THE PARTNERS GROUP100%
- ASSUREX GLOBAL CORPORATION0%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
SBH RETIREMENT PLAN
401k
Assets$17.4M
Participants132
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
SATHER BYERLY AND HOLLOWAY, LLP EMPLOYEE BENEFIT PLAN
Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY
Premiums$1.3M
Covered lives360
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | SBH RETIREMENT PLAN | 401k | $17.4M | 132 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | SATHER BYERLY AND HOLLOWAY, LLP EMPLOYEE BENEFIT PLAN | Fully Insured | UNITEDHEALTHCARE INSURANCE COMPANY | $1.3M | 360 | 2025 |
Retirement plans
Welfare plans