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Sponsor portfolio

AKS ENGINEERING & FORESTY LLC

EIN 93-1222759-civil engineering-Latest filing 2025
Plans
2
Retirement
1
$30.3M assets
Welfare
1
$2.8M premiums
Participants
946
12965 SW HERMAN RD STE 100 - TUALATIN, OR 97062503-563-6151aks-eng.comLinkedIn201-500 employeescivil engineering
Plans on this EIN
2 filings
#001401k-$30.3M - 425 part#501Fully Insured-$2.8M - 645 lives

Benefits portfolio analytics

1 plan / $2.8M premiums / 645 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.4M
  • Dental$384K
  • Other$309K
  • Vision$298K
  • Life$298K
  • Short-term disability$298K
  • +1 more
Total $2.8M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
86%top
  • KAISER FOUNDATION HEALTH PLAN INC86%
  • PRINCIPAL LIFE INSURANCE COMPANY10%
  • WILLAMETTE DENTAL INSURANCE, INC.3%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA0%
Total $2.8M4 slices

Broker market share

Schedule A broker compensation

Split broker
80%top
  • PCF INSURANCE SERVICES OF THE WEST80%
  • TRUCORDIA INSURANCE SERVICES LLC17%
  • WILLIS TOWERS WATSON US LLC3%
  • MARGARET BRYANT1%
  • WORKSITE BENEFITS GROUP INC0%
  • +3 more
Total $101K8 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

AKS ENGINEERING AND FORESTRY RETIREMENT AND SAVINGS PLAN

401k

Assets$30.3M
Participants425
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

AKS ENGINEERING & FORESTRY LLC HEALTH & WELFARE BENEFITS PLAN

Fully Insured - KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST

Premiums$2.8M
Covered lives645
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001AKS ENGINEERING AND FORESTRY RETIREMENT AND SAVINGS PLAN401k$30.3M4252024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501AKS ENGINEERING & FORESTRY LLC HEALTH & WELFARE BENEFITS PLANFully InsuredKAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST$2.8M6452025
Retirement plans
Welfare plans
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