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Sponsor portfolioWelfare / HealthEIN 93-0479869

J. FRANK SCHMIDT & SON CO.

9500 SE 327TH AVENUE · BORING, OR 97009
5036634128
Plans filed
1
Years active
2015–2025
Industry
NAICS 11
Latest filing
2025
Total premiums (latest)
$1.0M
No prior year
Persons covered
337
No prior year
Total participants
337
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$1.0M
J. FRANK SCHMIDT & SON CO. HEALTH & WELFARE PLAN
Fully insured337 covered·3 carriers
Primary: PROVIDENCE HEALTH PLAN

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$880K31.1%
Vision$880K31.1%
Prescription drug$880K31.1%
Dental$94K3.3%
Life$33K1.2%
Long-term disability$33K1.2%
Other$33K1.2%

Carrier overview

3 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
PROVIDENCE HEALTH PLAN
EIN 930863097
HRxV
$880K87.4%11152
WILLAMETTE DENTAL INSURANCE, INC.
EIN 931171647
D
$94K9.4%11128
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
EIN 350472300
LLTDOth
$33K3.3%11337

Broker overview

2 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
LEONARD ADAMS INSURANCE INCPORTLAND, ORPROVIDENCE HEALTH PLAN, WILLAMETTE DENTAL INSURANCE, INC., THE LINCOLN NATIONAL LIFE INSURANCE COMPANY$27K$0$27K97.0%1
GALLAGHER BENEFIT SERVICES, INC.ARLINGTON HEIGHTS, ILTHE LINCOLN NATIONAL LIFE INSURANCE COMPANY$0$824$8243.0%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
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