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Sponsor portfolioWelfare / HealthEIN 13-3173299
PACTRUST
15350 SW SEQUOIA PARKWAY, SUITE 300 · PORTLAND, OR 97224
5036246300
- Plans filed
- 3
- Years active
- 2016–2025
- Industry
- NAICS 53
- Latest filing
- 2025
Total premiums (latest)
$97K
No prior year
Persons covered
139
No prior year
Total participants
124
No prior year
Plans filed
3
No prior year
Plans under this sponsor
3 plans
Coverage overview
Aggregate, latest year
| Benefit type | Premium | Share | Distribution |
|---|---|---|---|
| Long-term disability | $46K | 47.3% | |
| Life | $46K | 47.1% | |
| Other | $5K | 5.6% |
Carrier overview
2 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 390509570 | LLTD | $92K | 94.4% | 1 | 2 | 119 |
EIN 930774210 | Oth | $5K | 5.6% | 1 | 1 | 139 |
Broker overview
3 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| MICHAEL LEROY ALLEY | LAKE OSWEGO, OR | NORTHWESTERN MUTUAL | $7K | $2K | $9K | 83.9% | 1 |
| TOM STEWART IN SOL INC | SAN DIEGO, CA | NORTHWESTERN MUTUAL | $1K | $209 | $1K | 11.5% | 1 |
| ASHLEY P HEDUM | PORTLAND, OR | NORTHWESTERN MUTUAL | $373 | $134 | $507 | 4.6% | 1 |
History & trajectory
10 years · all plans
Total premiums
Summed across all plans for this sponsor.
Persons covered
EOY headcount summed across all plans.
Carrier mix
Premium by top carriers, summed across plans.
Broker compensation
Comp by top brokers, summed across plans.
Policy details
Latest year, by plan