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Sponsor portfolioWelfare / HealthEIN 94-3136426
OPTIONS COUNSELING SERVICES OF OREGON, INC.
d/b/a OPTIONS COUNSELING AND FAMILY SERVICES
360 E 10TH AVE STE 450 · EUGENE, OR 974015599
5416876983
- Plans filed
- 1
- Years active
- 2016–2026
- Industry
- NAICS 62
- Latest filing
- 2026
Total premiums (latest)
$2.1M
No prior year
Persons covered
180
No prior year
Total participants
168
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 |
|---|---|---|---|
| Dental | $2.0M | 47.2% | |
| Health | $1.8M | 44.2% | |
| Vision | $94K | 2.2% | |
| Life | $87K | 2.1% | |
| Long-term disability | $87K | 2.1% | |
| Other | $87K | 2.1% |
Carrier overview
4 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 930245545 | HD | $1.8M | 89.7% | 1 | 1 | 161 |
EIN 381082080 | DV | $94K | 4.6% | 1 | 1 | 156 |
EIN 135123390 | LLTDOth | $87K | 4.3% | 1 | 1 | 180 |
EIN 931171647 | D | $31K | 1.5% | 1 | 1 | 59 |
Broker overview
3 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| EVAN COLE | SALEM, OR | PACIFIC SOURCE HEALTH PLANS | $32K | $0 | $32K | 55.5% | 1 |
| ALLIANT INSURANCE SERVICES, INC. | SALEM, OR | GUARDIAN, SUN LIFE ASSURANCE COMPANY OF CANADA | $21K | $3K | $24K | 41.9% | 1 |
| WATCHTOWER TECHNOLOGIES INC | CHICAGO, IL | SUN LIFE ASSURANCE COMPANY OF CANADA | $2K | $0 | $2K | 2.7% | 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