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Sponsor portfolioWelfare / HealthEIN 26-3668034

OHANA VENTURES, LLC

352 NW 2ND AVENUE · CANBY, OR 97013
9719790067
Plans filed
1
Years active
2023–2025
Industry
NAICS 62
Latest filing
2025
Total premiums (latest)
$1.4M
No prior year
Persons covered
439
No prior year
Total participants
336
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$1.4M
OHANA VENTURES, LLC HEALTH & WELFARE PLAN
Fully insured439 covered·3 carriers
Primary: UNITEDHEALTHCARE INSURANCE COMPANY

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$1.3M40.0%
Prescription drug$1.3M40.0%
Other$134K4.3%
Dental$124K3.9%
Vision$124K3.9%
Life$124K3.9%
Short-term disability$124K3.9%

Carrier overview

3 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
UNITEDHEALTHCARE INSURANCE COMPANY
EIN 362739571
HRx
$1.3M90.4%11439
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
EIN 135123390
DVLSTDOth
$124K8.9%11336
CANOPY
EIN 930774210
Oth
$10K0.8%1185

Broker overview

3 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
DAVIDSON BENEFITS PLANNING LLCTIGARD, ORUNITEDHEALTHCARE INSURANCE COMPANY, THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA$26K$36K$62K59.4%1
JENNON M CARUTHCHANHASSEN, MNTHE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA$32K$0$32K30.5%1
GCG FINANCIAL LLCDEERFIELD, ILTHE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA$0$11K$11K10.1%1

History & trajectory

3 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
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