# SCHWABE, WILLIAMSON, & WYATT, P.C. EMPLOYEE BENEFITS PLAN

Health and welfare plan sponsored by **SCHWABE, WILLIAMSON, & WYATT, P.C.**. Form 5500 filing for plan year 2025.

| Field | Value |
|---|---|
| Sponsor | SCHWABE, WILLIAMSON, & WYATT, P.C. |
| EIN | 931130272 |
| Plan number | 501 |
| Plan year | 2025 |
| Location | PORTLAND, OR |
| Industry | Professional, Scientific, and Technical Services |
| Funding | fully insured |
| Total premiums | $1.3M |
| Participants | 323 |
| Persons covered | 337 |

## Insurance carriers (Schedule A)

| Carrier | Coverage |
|---|---|
| KAISER PERMANENTE | Health |
| DELTA DENTAL PLAN OF OREGON (MODA) | Dental |
| LINCOLN FINANCIAL GROUP | LTD, Life, Other |
| VISION SERVICE PLAN (VSP) | Vision |
| CANOPY | Other |

## Brokers

| Broker | Placed with |
|---|---|
| PARKER SMITH & FEEK INC. | KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST |
| THE PARTNERS GROUP | KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST |
| PARKER SMITH & FEEK INC. | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY |
| IMA FINANCIAL GROUP | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY |
| THE PARTNERS GROUP | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY |
| PARKER SMITH & FEEK INC. | VISION SERVICE PLAN |
| THE PARTNERS GROUP | 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/931130272-501
- Cite as: PlanOptica, https://planoptica.com/welfare/931130272-501
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