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Sponsor portfolioTH

OREGON SPECIALTY GROUP

EIN 93-1273254-Latest filing 2025
Plans
3
Retirement
2
$40.0M assets
Welfare
1
$2.9M premiums
Participants
474
875 OAK STREET, SE. SUITE 4030 - SALEM, OR 97301503-561-6444
Plans on this EIN
3 filings
#001401k-$38.2M - 296 part#002CashBalance-$1.7M - 6 part#501Mixed-$2.9M - 299 lives

Retirement portfolio analytics

2 plans aggregated / $40.0M assets / 302 participants

Assets by plan

Share of aggregate retirement assets

96%top
  • PROFIT SHARING PLAN (#001)96%
  • CASH BALANCE PLAN (#002)4%
Total $40.0MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#001)296
  • CASH BALANCE PLAN (#002)6
Total 302Click row to drill in

Benefits portfolio analytics

1 plan / $2.9M premiums / 299 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.6M
  • Dental$179K
  • Other$82K
  • Vision$24K
  • Life$8K
Total $2.9M5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
90%top
  • PROVIDENCE HEALTH PLAN90%
  • DELTA DENTAL OF CALIFORNIA5%
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY3%
  • WILLAMETTE DENTAL INSURANCE, INC.1%
  • VISION SERVICE PLAN1%
Total $2.9M5 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • WOODRUFF-SAWYER & CO100%
Total $13K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

OREGON SPECIALTY GROUP 401(K) PROFIT SHARING PLAN

401k

Assets$38.2M
Participants296
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

OREGON SPECIALTY GROUP CASH BALANCE PLAN

CashBalance

Assets$1.7M
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

OREGON SPECIALTY GROUP HEALTH AND WELFARE PLAN

Mixed - PROVIDENCE HEALTH PLAN

Premiums$2.9M
Covered lives299
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001OREGON SPECIALTY GROUP 401(K) PROFIT SHARING PLAN401k$38.2M2962024
002OREGON SPECIALTY GROUP CASH BALANCE PLANCashBalance$1.7M62024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501OREGON SPECIALTY GROUP HEALTH AND WELFARE PLANMixedPROVIDENCE HEALTH PLAN$2.9M2992025
Retirement plans
Welfare plans
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