Public Charity

Portage Bay Insurance

Based in Honolulu, HI, Portage Bay Insurance operates as a Public Charity. The organization reported $59.0M in revenue, $59.8M in expenses, $177.9M in total assets for fiscal year 2025.

EIN: 010717030 Honolulu, HI Mutual & Membership Benefit N.E.C. NTEE: Y99 Latest filing: 2025
Total Revenue$59.0M
Total Expenses$59.8M
Total Assets$177.9M
Grant Records0
Filing Years2021–2025

Mission

PORTAGE BAY INSURANCE PROVIDES PROFESSIONAL, GENERAL, EDUCATORS LEGAL (INCLUDING EMPLOYMENT PRACTICES), AND AUTOMOBILE LIABILITY INSURANCE COVERAGE TO THE UNIVERSITY OF WASHINGTON AND ITS AFFILIATES.

Officers & Directors

Director Annelise Schleyer
DIRECTOR Brad Simmons
SECRETARY/TREASURER Denys Kazama
DIRECTOR Jacqueline Cabe
PRESIDENT/DIRECTOR Jane Yung
Director Kris Whitters

Officer compensation and complete director data available with membership.

Financial Trends

Year Revenue Expenses Assets
2025 $59.0M $59.8M $177.9M
2024 $55.6M $51.9M $187.4M
2023 $62.5M $67.2M $161.7M
2022 $43.7M $52.3M $192.3M
2021 $59.6M $56.2M $176.5M

Between 2021 and 2025, reported annual revenue held roughly steady at around $59.0M, with total assets most recently reported at $177.9M.

Interactive year-over-year charts and full filing details available with membership.

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