Open any plan below to see its carriers, broker commissions and premiums.
Solo shows those sections on each welfare plan. Your first month is $4.99.
Sponsor portfolioWelfare / HealthEIN 93-0386915
OREGON EPISCOPAL SCHOOL
6300 SW NICOL RD · PORTLAND, OR 97223
5034169382
- Plans filed
- 5
- Years active
- 2015–2025
- Industry
- NAICS 61
- Latest filing
- 2025
Total premiums (latest)
$466K
No prior year
Persons covered
311
No prior year
Total participants
230
No prior year
Plans filed
5
No prior year
Plans under this sponsor
5 plans
Plan #506$466K
OREGON EPISCOPAL SCHOOL EMPLOYEE BENEFIT PLAN
Mixed311 covered·5 carriers
Primary: SUN LIFE ASSURANCE COMPANY OF CANADA
Plan #505$364K
OREGON EPISCOPAL SCHOOL GROUP MEDICAL PLAN
Fully insured194 covered·2 carriers
Primary: PROVIDENCE HEALTH PLAN
Plan #501$155K
OREGON EPISCOPAL SCHOOL GROUP LIFE PLAN
Fully insured226 covered·1 carrier
Primary: SUN LIFE ASSURANCE COMPANY OF CANADA
Plan #504$90K
OREGON EPISCOPAL SCHOOL GROUP DENTAL PLAN
Fully insured66 covered·2 carriers
Primary: KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST
Plan #503$9K
OREGON EPISCOPAL SCHOOL GROUP EMPLOYEE ASSISTANCE PLAN
Fully insured224 covered·1 carrier
Primary: CANOPY
Coverage overview
Aggregate, latest year
| Benefit type | Premium | Share | Distribution |
|---|---|---|---|
| Other | $352K | 52.2% | |
| Life | $104K | 15.4% | |
| Long-term disability | $104K | 15.4% | |
| Dental | $89K | 13.2% | |
| Vision | $25K | 3.7% |
Carrier overview
5 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 381082080 | LLTDOth | $343K | 73.6% | 1 | 2 | 311 |
EIN 930798039 | D | $52K | 11.2% | 1 | 1 | 58 |
EIN 931171647 | D | $37K | 7.9% | 1 | 1 | 71 |
EIN 061227840 | V | $25K | 5.3% | 1 | 1 | 199 |
EIN 930774210 | Oth | $9K | 1.9% | 1 | 1 | 224 |
Broker overview
3 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| THE PARTNERS GROUP | PORTLAND, OR | VISION SERVICE PLAN, KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST, SUN LIFE ASSURANCE COMPANY OF CANADA, WILLAMETTE DENTAL INSURANCE, INC | $20K | $4K | $25K | 80.9% | 1 |
| WATCHTOWER TECHNOLOGIES INC | CHICAGO, IL | SUN LIFE ASSURANCE COMPANY OF CANADA | $4K | $0 | $4K | 14.1% | 1 |
| WATCH TOWER TECHNOLOGIES INC | CHICAGO, IL | SUN LIFE ASSURANCE COMPANY OF CANADA | $2K | $0 | $2K | 5.1% | 1 |
History & trajectory
11 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