PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Welfare plans/
  2. Sponsors/
  3. OREGON SHAKESPEARE FESTIVAL

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.

Start for $4.99
Sponsor portfolioWelfare / HealthEIN 93-0407022

OREGON SHAKESPEARE FESTIVAL

15 S PIONEER ST · ASHLAND, OR 975202749
5414822111
Plans filed
9
Years active
2015–2025
Industry
NAICS 71
Latest filing
2025
Total premiums (latest)
$27K
No prior year
Persons covered
432
No prior year
Total participants
432
No prior year
Plans filed
9
No prior year

Plans under this sponsor

9 plans
Plan #505$493K
OREGON SHAKESPEARE FESTIVAL MEDICAL PLAN
Self-funded204 covered·1 carrier
Primary: SUN LIFE ASSURANCE COMPANY OF CANADA
Plan #502$407K
OREGON SHAKESPEARE FESTIVAL BENEFITS PLAN
Mixed452 covered·3 carriers
Primary: QBE INSURANCE
Plan #508$34K
OREGON SHAKESPEARE DISABILITY PLAN
Fully insured197 covered·1 carrier
Primary: SUN LIFE ASSURANCE COMPANY OF CANADA
Plan #512$27K
OREGON SHAKESPEARE FESTIVAL OREGON PAID LEAVE
Fully insured432 covered·1 carrier
Primary: SUN LIFE ASSURANCE COMPANY OF CANADA
Plan #509$8K
OREGON SHAKESPEARE FESTIVAL LIFE INSURANCE PLAN
Fully insured197 covered·1 carrier
Primary: SUN LIFE ASSURANCE COMPANY OF CANADA
Plan #506$0
OREGON SHAKESPEARE FESTIVAL DENTAL PLAN
Self-funded0 covered·0 carriers
Plan #507$0
OREGON SHAKESPEARE FESTIVAL VISION PLAN
Self-funded0 covered·0 carriers
Plan #511$0
OREGON SHAKESPEARE FESTIVAL FLEXIBLE SPENDING ACCOUNT
Unknown0 covered·0 carriers
Plan #510$0
OREGON SHAKESPEARE FESTIVAL EMPLOYEE ASSISTANCE PLAN
Unknown0 covered·0 carriers

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Other$27K100.0%

Carrier overview

1 carrier · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
SUN LIFE ASSURANCE COMPANY OF CANADA
EIN 381082080
Oth
$27K100.0%11432

Broker overview

1 broker · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
GARY LAPIDUSWEIMAR, CASUN LIFE ASSURANCE COMPANY OF CANADA$7K$0$7K100.0%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
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica