PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Welfare plans/
  2. Sponsors/
  3. TRANSITION PROJECTS, INC.

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 93-0591582

TRANSITION PROJECTS, INC.

665 NW HOYT STREET · PORTLAND, OR 97209
5032804732
Plans filed
1
Years active
2018–2025
Industry
NAICS 62
Latest filing
2025
Total premiums (latest)
$2.4M
No prior year
Persons covered
369
No prior year
Total participants
351
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$2.4M
TRANSITION PROJECTS HEALTH AND WELFARE PLAN
Fully insured369 covered·5 carriers
Primary: KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Vision$2.1M30.6%
Health$2.1M30.2%
Prescription drug$2.1M30.2%
Life$198K2.8%
Other$198K2.8%
Short-term disability$84K1.2%
Long-term disability$84K1.2%
Dental$55K0.8%

Carrier overview

5 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
KAISER FOUNDATION HEALTH PLAN INC
EIN 930798039
HRxV
$2.1M88.2%11251
UNUM LIFE INSURANCE COMPANY OF AMERICA
EIN 570144607
LOth
$113K4.7%11190
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
EIN 350472300
LSTDLTDOth
$84K3.5%11369
WILLAMETTE DENTAL INSURANCE, INC.
EIN 931171647
D
$55K2.3%11129
VISION SERVICE PLAN
EIN 061227840
V
$28K1.2%11216

Broker overview

7 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
USI INSURANCE SERVICES LLCVIRGINIA BEACH, VATHE LINCOLN NATIONAL LIFE INSURANCE COMPANY, WILLAMETTE DENTAL INSURANCE, INC., VISION SERVICE PLAN, KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST, COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY$76K$30$76K78.2%1
HEARTSEASE LLCHILLSBORO, ORCOLONIAL LIFE AND ACCIDENT INSURANCE COMPANY$5K$2K$7K7.3%1
DAVID KINNEYLONGVIEW, WACOLONIAL LIFE AND ACCIDENT INSURANCE COMPANY$4K$1K$6K5.9%1
WORKSITE BENEFITS GROUP INCVANCOUVER, WACOLONIAL LIFE AND ACCIDENT INSURANCE COMPANY$1K$2K$4K3.8%1
BENEFITS BY DESIGN INCRIDGEFIELD, WACOLONIAL LIFE AND ACCIDENT INSURANCE COMPANY$2K$578$2K2.4%1
GABRIEL ANGEL CANALSGRESHAM, ORCOLONIAL LIFE AND ACCIDENT INSURANCE COMPANY$756$446$1K1.2%1
ISAACSON INSURANCE AGENCY LLCWEST LINN, ORCOLONIAL LIFE AND ACCIDENT INSURANCE COMPANY$822$206$1K1.1%1

History & trajectory

8 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