PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Welfare plans/
  2. Sponsors/
  3. SOUTHERN OREGON ASPIRE 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 93-0654596

SOUTHERN OREGON ASPIRE INC

1465 NE 7TH ST STE B · GRANTS PASS, OR 975261363
5414768241
Plans filed
3
Years active
2015–2025
Industry
NAICS 62
Latest filing
2025
Total premiums (latest)
$944K
No prior year
Persons covered
230
No prior year
Total participants
201
No prior year
Plans filed
3
No prior year

Plans under this sponsor

3 plans
Plan #501$897K
SOUTHERN OREGON ASPIRE HEALTH PLAN
Fully insured124 covered·1 carrier
Primary: PACIFICSOURCE HEALTH PLANS
Plan #503$47K
SOUTHERN OREGON ASPIRE LIFE AND AD&D PLAN
Fully insured106 covered·1 carrier
Primary: UNITED OF OMAHA LIFE INSURANCE COMPANY
Plan #504$32K
SOUTHERN OREGON ASPIRE STD PLAN
Fully insured100 covered·1 carrier
Primary: UNITED OF OMAHA LIFE INSURANCE COMPANY

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$897K32.2%
Dental$897K32.2%
Prescription drug$897K32.2%
Life$47K1.7%
Other$47K1.7%

Carrier overview

2 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
PACIFICSOURCE HEALTH PLANS
EIN 930245545
HRxD
$897K95.0%11124
UNITED OF OMAHA LIFE INSURANCE COMPANY
EIN 470322111
LOth
$47K5.0%11106

Broker overview

1 broker · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
BOB HART INSURANCE INCGRANTS PASS, ORUNITED OF OMAHA LIFE INSURANCE COMPANY, PACIFICSOURCE HEALTH PLANS$29K$1K$31K100.0%2

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