PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Welfare plans/
  2. Sponsors/
  3. CAREOREGON, 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 93-0933975

CAREOREGON, INC.

315 SW 5TH · PORTLAND, OR 97204
5034165926
Plans filed
1
Years active
2015–2024
Industry
NAICS 62
Latest filing
2024
Total premiums (latest)
$27.1M
No prior year
Persons covered
2,505
No prior year
Total participants
1,569
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$27.1M
CAREOREGON, INC. WELFARE BENEFIT PLAN
Fully insured2,505 covered·8 carriers
Primary: UNITEDHEALTHCARE INSURANCE COMPANY

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$24.0M34.3%
Prescription drug$24.0M34.3%
Vision$17.8M25.5%
Dental$1.5M2.2%
Other$1.4M2.0%
Long-term disability$613K0.9%
Life$482K0.7%
Short-term disability$213K0.3%

Carrier overview

8 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
UNITEDHEALTHCARE INSURANCE COMPANY
EIN 362739571
HRxV
$17.8M65.7%112,015
KAISER FOUNDATION HEALTH PLAN INC
EIN 930798039
HRx
$6.1M22.6%11797
DELTA DENTAL OF CALIFORNIA
EIN 930438772
D
$1.5M5.6%112,505
STANDARD INSURANCE COMPANY
EIN 930242990
LSTDLTDOth
$1.3M4.7%131,588
AETNA LIFE INSURANCE COMPANY
EIN 066033492
Oth
$265K1.0%11712
METROPOLITAN LIFE INSURANCE COMPANY
EIN 222342710
Oth
$57K0.2%11268
TRANSAMERICA LIFE INSURANCE COMPANY
EIN 390989781
L
$38K0.1%1158
ADVANCE INSURANCE COMPANY OF KANSAS
EIN 320188784
Oth
$3K0.0%11275

Broker overview

1 broker · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
MERCER HEALTH AND BENEFITS, LLCCHICAGO, ILUNITEDHEALTHCARE INSURANCE COMPANY, TRANSAMERICA LIFE INSURANCE COMPANY, AETNA LIFE INSURANCE CO., STANDARD INSURANCE COMPANY, OREGON DENTAL SERVICE DBA DELTA DENTAL OF OREGON$540K$756K$1.3M100.0%1

History & trajectory

10 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