PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. GALOIS, INC.
Sponsor portfolio

GALOIS, INC.

EIN 93-1278540-computer software-Latest filing 2025
Plans
3
Retirement
2
$48.2M assets
Welfare
1
$1.7M premiums
Participants
493
421 SW 6TH AVENUE, SUITE 300 - PORTLAND, OR 97204503-626-6616galois.comLinkedIn51-200 employeescomputer software
Plans on this EIN
3 filings
#001401k-$30.9M - 204 part#002ESOP-$17.4M - 168 part#504Fully Insured-$1.7M - 291 lives

Retirement portfolio analytics

2 plans aggregated / $48.2M assets / 372 participants

Assets by plan

Share of aggregate retirement assets

64%top
  • PLAN AND TRUST (#001)64%
  • EMPLOYEE STOCK OWNERSHIP (#002)36%
Total $48.2MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
64%top
  • EVERINGTON CONSULTING INC64%
  • (Not disclosed)36%
Total $48.2MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PLAN AND TRUST (#001)204
  • EMPLOYEE STOCK OWNERSHIP (#002)168
Total 372Click row to drill in

Benefits portfolio analytics

1 plan / $1.7M premiums / 291 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.5M
  • Prescription drug$1.5M
  • Other$139K
  • Life$133K
  • Short-term disability$133K
  • Long-term disability$133K
Total $1.7M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
92%top
  • BLUE CROSS OF CALIFORNIA92%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA8%
  • CANOPY0%
Total $1.7M3 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • USI INSURANCE SERVICES LLC100%
Total $62K1 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

GALOIS INC 401K PLAN AND TRUST

401k

Assets$30.9M
Participants204
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

GALOIS, INC. EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$17.4M
Participants168
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#504

GALOIS, INC. HEALTH AND WELFARE PLAN

Fully Insured - REGENCE BLUECROSS BLUESHIELD OF OREGON

Premiums$1.7M
Covered lives291
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001GALOIS INC 401K PLAN AND TRUST401k$30.9M2042024
002GALOIS, INC. EMPLOYEE STOCK OWNERSHIP PLANESOP$17.4M1682024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
504GALOIS, INC. HEALTH AND WELFARE PLANFully InsuredREGENCE BLUECROSS BLUESHIELD OF OREGON$1.7M2912025
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica