Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$3.2M
- Prescription drug$3.2M
- Other$3.2M
- Dental$242K
- Life$130K
- Short-term disability$130K
- +1 more
Sponsor portfolioTH
ENERGY TRUST OF OREGON, INC.
EIN 93-1313663non-profit organization managementLatest filing 2025
Plans
2
Retirement
1
$36.7M assets
Welfare
1
$3.6M premiums
Participants
475
920 SW 6TH AVE, SUITE 900 - PORTLAND, OR 972041249503-445-2946energytrust.orgLinkedIn51-200 employeesnon-profit organization management
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $3.6M premiums / 397 covered livesCarrier market share
Premium dollars by Schedule A carrier
90%top
- PACIFICSOURCE HEALTH PLANS90%
- DELTA DENTAL OF CALIFORNIA7%
- PRINCIPAL LIFE INSURANCE COMPANY4%
Broker market share
Schedule A broker compensation
100%top
- BROWN & BROWN INSURANCE SERVICES100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
ENERGY TRUST OF OREGON, INC. RETIREMENT SAVINGS PLAN
401k
Assets$36.7M
Participants254
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
ENERGY TRUST OF OREGON HEALTH AND WELFARE PLAN
Mixed - PACIFICSOURCE HEALTH PLANS
Premiums$3.6M
Covered lives397
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | ENERGY TRUST OF OREGON, INC. RETIREMENT SAVINGS PLAN | 401k | $36.7M | 254 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | ENERGY TRUST OF OREGON HEALTH AND WELFARE PLAN | Mixed | PACIFICSOURCE HEALTH PLANS | $3.6M | 397 | 2025 |
Retirement plans
Welfare plans