Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Dental$112K
- Life$112K
- Long-term disability$112K
- Other$112K
- Vision$15K
Sponsor portfolioTH
WILLAMETTE VALLEY BANK
EIN 93-1277376bankingLatest filing 2024
Plans
2
Retirement
1
$12.1M assets
Welfare
1
$127K premiums
Participants
297
101 HIGH ST. NE - SALEM, OR 97301503-763-6344willamettevalleybank.comLinkedIn51-200 employeesbanking
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $127K premiums / 123 covered livesCarrier market share
Premium dollars by Schedule A carrier
88%top
- THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA88%
- VISION SERVICE PLAN12%
Broker market share
Schedule A broker compensation
62%top
- ALLIANT INSURANCE SERVICES, INC.62%
- BEYROUTY EMPLOYEE BENEFITS LLC33%
- AKT BENEFIT ADVISORS LP5%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
WILLAMETTE VALLEY BANK 401(K) PROFIT SHARING PLAN
401k
Assets$12.1M
Participants174
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Welfare#501
WILLAMETTE VALLEY BANK WELFARE PLAN
Mixed - GUARDIAN
Premiums$127K
Covered lives123
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | WILLAMETTE VALLEY BANK 401(K) PROFIT SHARING PLAN | 401k | $12.1M | 174 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | WILLAMETTE VALLEY BANK WELFARE PLAN | Mixed | GUARDIAN | $127K | 123 | 2024 |
Retirement plans
Welfare plans