Standard Insurance 401(k) and pension plans

Standard Insurance Company, Portland, OR. EIN 93-0242990. Annual reports 2009–2024. Also filed as Stancorp Financial Group, Inc.

Standard Insurance Company has 2 active retirement plans on file. The largest is the The Standard 401(k) Plan, with 5,856 participants and $1.3 billion in assets in 2024. Standard (StanCorp) has been its recordkeeper since 2009.

Active plans: 2
Participants: 8,081
Plan assets: $2.0 billion
401(k) recordkeeper: Standard (StanCorp)
Plans on file: 4
Industry: Finance and insurance

All 4 plans

Active plans first

The Standard 401(k) Plan

401(k)Active

Active. The plan filed its annual report for the 2024 plan year.

Plan number: 003Employer EIN 93-0242990
Participants (2024): 5,856
Net assets (2024): $1.3 billion
Recordkeeper: Standard (StanCorp)2009–2024
Plan administrator: Standard Insurance Company
1100 SW Sixth Ave
Portland, OR 97204
(971) 321-7000As filed for 2024
In effect since: January 1, 1980

Plans merged into this one: Invesmart, Inc. 401(k) Profit Sharing Plan (2009).

Year by year, 2009 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	5,856	$1.3 billion	Standard (StanCorp)
2023	5,378	$1.1 billion	Standard (StanCorp)
2022	4,944	$931 million	Standard (StanCorp)
2021	4,761	$1.1 billion	Standard (StanCorp)
2020	4,612	$921 million	Standard (StanCorp)
2019	4,543	$785 million	Standard (StanCorp)
2018	4,691	$649 million	Standard (StanCorp)
2017	4,708	$644 million	not listed
2016	4,527	$551 million	Standard (StanCorp)
2015	4,457	$505 million	Standard (StanCorp)
2014	4,448	$483 million	Standard (StanCorp)
2013	4,282	$444 million	Standard (StanCorp)
2012	4,750	$377 million	Standard (StanCorp)
2011	4,446	$340 million	Standard (StanCorp)
2010	4,479	$329 million	Standard (StanCorp)
2009	4,306	$287 million	Standard (StanCorp)

Standard Retirement Plan - Home Office Personnel

Pension (defined benefit)Active

Active. The plan filed its annual report for the 2024 plan year.

Plan number: 002Employer EIN 93-1253576
Participants (2024): 2,225
Net assets (2024): $629 million
Administered by: Standard (StanCorp)2009–2024
Plan administrator: Stancorp Financial Group, Inc.
1100 SW Sixth Avenue
Portland, OR 97204
(971) 321-7000As filed for 2024
In effect since: July 1, 1955

Plans merged into this one: Standard Retirement Plan for Field Personnel (2016).

Earlier sponsor: Standard Insurance Company (2009–2014).

Year by year, 2009 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	2,225	$629 million	Standard (StanCorp)
2023	2,247	$624 million	Standard (StanCorp)
2022	2,277	$570 million	Standard (StanCorp)
2021	2,305	$659 million	Standard (StanCorp)
2020	2,323	$607 million	Standard (StanCorp)
2019	2,343	$549 million	Standard (StanCorp)
2018	2,363	$491 million	Standard (StanCorp)
2017	2,330	$516 million	Standard (StanCorp)
2016	2,395	$471 million	Standard (StanCorp)
2015	2,867	$462 million	Standard (StanCorp)
2014	2,883	$461 million	Standard (StanCorp)
2013	2,891	$428 million	Standard (StanCorp)
2012	2,922	$373 million	Standard (StanCorp)
2011	2,937	$336 million	Standard (StanCorp)
2010	2,944	$278 million	Standard (StanCorp)
2009	2,950	$250 million	Standard (StanCorp)

Standard Retirement Plan for Field Personnel

Pension (defined benefit), frozenMerged

Merged. In 2016 its assets moved to the Standard Retirement Plan - Home Office Personnel, sponsored by Standard Insurance Company (EIN 93-1253576, plan 002). Accounts moved with them, so that plan is the one to contact.

Plan number: 001Employer EIN 93-0242990
Participants (2015): 174
Net assets (2015): $10.0 million
Administered by: Standard (StanCorp)2009–2016
Plan administrator: Stancorp Financial Group, Inc.
1100 SW 6TH Avenue
Portland, OR 97204
(971) 321-7000As filed for 2016
In effect since: July 1, 1955

Earlier sponsor: Standard Insurance Company (2009–2015).

Earlier plan names: The Standard Retirement Plan for Field Personnel.

Year by year, 2009 to 2016

Plan year	Participants	Net assets	Recordkeeper
2016	0	$0	Standard (StanCorp)
2015	174	$10.0 million	Standard (StanCorp)
2014	177	$11.0 million	Standard (StanCorp)
2013	188	$12.0 million	Standard (StanCorp)
2012	192	$13.0 million	Standard (StanCorp)
2011	200	$13.8 million	Standard (StanCorp)
2010	205	$14.5 million	not listed
2009	213	$15.0 million	Standard (StanCorp)

Invesmart, Inc. 401(k) Profit Sharing Plan

401(k)Merged

Merged. In 2009 its assets moved to the The Standard 401(k) Plan, sponsored by Standard Insurance Company (EIN 93-0242990, plan 003). Accounts moved with them, so that plan is the one to contact.

Plan number: 001Employer EIN 93-1253576
Plan administrator: Stancorp Financial Group, Inc.
1100 SW Sixth Ave
Portland, OR 97204
(800) 642-9888As filed for 2009
In effect since: January 1, 2000

If you had money in one of these plans

Call Standard (StanCorp), which runs the The Standard 401(k) Plan. With your Social Security number and the plan name, it can tell you whether you still have a balance and, if not, where it went.
Or call the plan administrator listed on the plan below ((971) 321-7000). That number was filed for 2024; ask for the benefits or retirement plan office.
If your plan was merged, your account moved with it. Follow the link on the plan to the plan it went into, and contact that one.
Still stuck? The Department of Labor's benefits advisers help for free: askebsa.dol.gov or 1-866-444-3272. Never pay anyone to find your own money.

What these numbers are

They come from the Form 5500 annual reports each plan files with the Department of Labor, as the plan filed them. A plan year is usually a calendar year.
Participants counts everyone in the plan at year end: current employees, former employees who still have a balance or a pension coming, and retirees or beneficiaries being paid.
The recordkeeper is the service provider whose Schedule C entry says it keeps the plan's records. Small plans do not file Schedule C, so some plans show none.
We cannot see anyone's account. Only the plan or its recordkeeper can tell you your balance.

Sources: U.S. Department of Labor, Form 5500 datasets and PBGC trusteed plans. How we read them.