PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. THE PARTNERS GROUP LLC
Sponsor portfolio

THE PARTNERS GROUP LLC

EIN 93-1300504-insurance-Latest filing 2025
Plans
2
Retirement
1
$37.0M assets
Welfare
1
$384K premiums
Participants
587
11850 SW 67TH AVE, STE 100 - PORTLAND, OR 97223503-241-9550thepartnersgroup.comLinkedIn51-200 employeesinsurance
Plans on this EIN
2 filings
#001401k-$37.0M - 304 part#503Mixed-$384K - 290 lives

Benefits portfolio analytics

1 plan / $384K premiums / 290 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$291K
  • Life$228K
  • Short-term disability$228K
  • Long-term disability$228K
  • Dental$48K
  • Vision$45K
Total $384K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
59%top
  • HARTFORD LIFE AND ACCIDENT59%
  • WILLAMETTE DENTAL INSURANCE, INC.12%
  • VISION SERVICE PLAN12%
  • AMERICAN HERITAGE LIFE INSURANCE COMPANY9%
  • RELIASTAR LIFE INSURANCE COMPANY4%
  • +1 more
Total $384K6 slices

Broker market share

Schedule A broker compensation

Split broker
57%top
  • LONG TERM CARE SOLUTIONS, INC.57%
  • THE PARTNERS GROUP42%
  • C2 CENTRIC LLC1%
Total $15K3 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

THE PARTNERS GROUP, LLC 401(K) PROFIT SHARING PLAN

401k

Assets$37.0M
Participants304
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#503

THE PARTNERS GROUP EMPLOYEE HEALTH AND WELFARE PLAN

Mixed - HARTFORD

Premiums$384K
Covered lives290
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001THE PARTNERS GROUP, LLC 401(K) PROFIT SHARING PLAN401k$37.0M3042024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
503THE PARTNERS GROUP EMPLOYEE HEALTH AND WELFARE PLANMixedHARTFORD$384K2902025
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