Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Life$66K
- Long-term disability$66K
- Other$66K
Sponsor portfolioTH
PANORAMA
EIN 94-3048988writing and editingLatest filing 2025
Plans
2
Retirement
1
$10.0M assets
Welfare
1
$66K premiums
Participants
557
1751 CIRCLE LANE SE - LACEY, WA 985032570360-438-7771spherical-panorama.comLinkedIn11-50 employeeswriting and editing
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $66K premiums / 251 covered livesCarrier market share
Premium dollars by Schedule A carrier
100%top
- THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA100%
Broker market share
Schedule A broker compensation
100%top
- USI INSURANCE SERVICES LLC100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
PANORAMA RETIREMENT PLAN AND TRUST
ProfitSharing
Assets$10.0M
Participants304
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
PANORAMA HEALTH AND LIFE INSURANCE PLAN
Mixed - THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
Premiums$66K
Covered lives251
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | PANORAMA RETIREMENT PLAN AND TRUST | ProfitSharing | $10.0M | 304 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | PANORAMA HEALTH AND LIFE INSURANCE PLAN | Mixed | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | $66K | 251 | 2025 |
Retirement plans
Welfare plans