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Sponsor portfolioWelfare / HealthEIN 93-1222759
AKS ENGINEERING & FORESTY LLC
12965 SW HERMAN RD STE 100 · TUALATIN, OR 97062
5035636151
- Plans filed
- 1
- Years active
- 2016–2025
- Industry
- NAICS 54
- Latest filing
- 2025
Total premiums (latest)
$2.8M
No prior year
Persons covered
645
No prior year
Total participants
521
No prior year
Plans filed
1
No prior year
Plans under this sponsor
1 plan
Coverage overview
Aggregate, latest year
| Benefit type | Premium | Share | Distribution |
|---|---|---|---|
| Health | $2.4M | 56.5% | |
| Dental | $384K | 8.9% | |
| Other | $309K | 7.1% | |
| Vision | $298K | 6.9% | |
| Life | $298K | 6.9% | |
| Short-term disability | $298K | 6.9% | |
| Long-term disability | $298K | 6.9% |
Carrier overview
4 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 930798039 | H | $2.4M | 86.1% | 1 | 1 | 470 |
EIN 420127290 | DVLSTDLTDOth | $298K | 10.5% | 1 | 1 | 645 |
EIN 931171647 | D | $86K | 3.0% | 1 | 1 | 188 |
EIN 570144607 | Oth | $11K | 0.4% | 1 | 1 | 16 |
Broker overview
9 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| PCF INSURANCE SERVICES OF THE WEST | LEHI, UT | PRINCIPAL LIFE INSURANCE COMPANY, COLONIAL LIFE & ACCIDENT INSURANCE COMPANY, KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST | $73K | $8K | $81K | 79.6% | 1 |
| TRUCORDIA INSURANCE SERVICES LLC | PORTLAND, OR | PRINCIPAL LIFE INSURANCE COMPANY | $17K | $0 | $17K | 16.9% | 1 |
| WILLIS TOWERS WATSON US LLC | HUNT VALLEY, MD | PRINCIPAL LIFE INSURANCE COMPANY, WILLAMETTE DENTAL GROUP | $3K | $0 | $3K | 2.5% | 1 |
| MARGARET BRYANT | LAKE OSWEGO, OR | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $755 | $10 | $765 | 0.8% | 1 |
| WORKSITE BENEFITS GROUP INC | VANCOUVER, WA | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $117 | $43 | $160 | 0.2% | 1 |
| AON CONSULTING INC | CHICAGO, IL | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $20 | $0 | $20 | 0.0% | 1 |
| ELIZABETH ANN FELL | JACKSONVILLE, FL | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $9 | $0 | $9 | 0.0% | 1 |
| SHARON SIMPSON MCCLENDON | ORLANDO, FL | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $3 | $0 | $3 | 0.0% | 1 |
| ISAACSON INSURANCE AGENCY LLC | WEST LINN, OR | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1 | $0 | $1 | 0.0% | 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