# TRANSITION PROJECTS HEALTH AND WELFARE PLAN

Health and welfare plan sponsored by **TRANSITION PROJECTS, INC.**. Form 5500 filing for plan year 2025.

| Field | Value |
|---|---|
| Sponsor | TRANSITION PROJECTS, INC. |
| EIN | 930591582 |
| Plan number | 501 |
| Plan year | 2025 |
| Location | PORTLAND, OR |
| Industry | non-profit organization management |
| Funding | fully insured |
| Total premiums | $2.4M |
| Participants | 351 |
| Persons covered | 369 |

## Insurance carriers (Schedule A)

| Carrier | Coverage |
|---|---|
| KAISER PERMANENTE | Health, Rx, Vision, HMO, PPO |
| UNUM LIFE INSURANCE COMPANY OF AMERICA | Life, Other |
| LINCOLN FINANCIAL GROUP | Life, STD, LTD, Other |
| WILLAMETTE DENTAL INSURANCE, INC. | Dental |
| VISION SERVICE PLAN (VSP) | Vision |

## Brokers

| Broker | Placed with |
|---|---|
| USI INSURANCE SERVICES LLC | KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST |
| USI INSURANCE SERVICES LLC | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY |
| HEARTSEASE LLC | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY |
| DAVID KINNEY | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY |
| WORKSITE BENEFITS GROUP INC | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY |
| BENEFITS BY DESIGN INC | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY |
| GABRIEL ANGEL CANALS | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY |
| ISAACSON INSURANCE AGENCY LLC | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY |
| USI INSURANCE SERVICES LLC | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY |
| USI INSURANCE SERVICES LLC | WILLAMETTE DENTAL INSURANCE, INC. |
| USI INSURANCE SERVICES LLC | VISION SERVICE PLAN |

## About this data

- Source: public Form 5500 filings from the U.S. Department of Labor (EBSA), rebuilt on each DOL release.
- Full page (charts, history, peer benchmarks, fees, contacts): https://planoptica.com/welfare/930591582-501
- Cite as: PlanOptica, https://planoptica.com/welfare/930591582-501
- More: https://planoptica.com/llms.txt · API waitlist: https://planoptica.com/developers