Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Dental$2.0M
- Health$1.8M
- Vision$94K
- Life$87K
- Long-term disability$87K
- Other$87K
Sponsor portfolio
OPTIONS COUNSELING SERVICES OF OREGON, INC.
EIN 94-3136426Health Care and Social AssistanceLatest filing 2025
Plans
2
Retirement
1
$10.1M assets
Welfare
1
$1.9M premiums
Participants
446
360 E. 10TH AVE, STE. 450 - EUGENE, OR 97401541-687-6983
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $1.9M premiums / 173 covered livesCarrier market share
Premium dollars by Schedule A carrier
90%top
- PACIFICSOURCE HEALTH PLANS90%
- SUN LIFE ASSURANCE COMPANY OF CANADA5%
- THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA4%
- WILLAMETTE DENTAL INSURANCE, INC.1%
Broker market share
Schedule A broker compensation
55%top
- EVAN COLE55%
- ALLIANT INSURANCE SERVICES, INC.42%
- WATCHTOWER TECHNOLOGIES INC3%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
OPTIONS COUNSELING SERVICES OF OREGON, INC. 403(B) PLAN
403b
Assets$10.1M
Participants270
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
OPTIONS COUNSELING SERVICES OF OREGON, INC.
Fully Insured - PACIFIC SOURCE HEALTH PLANS
Premiums$1.9M
Covered lives173
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | OPTIONS COUNSELING SERVICES OF OREGON, INC. 403(B) PLAN | 403b | $10.1M | 270 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | OPTIONS COUNSELING SERVICES OF OREGON, INC. | Fully Insured | PACIFIC SOURCE HEALTH PLANS | $1.9M | 173 | 2025 |
Retirement plans
Welfare plans