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Sponsor portfolio

CONCORD LUMBER CORPORATION

EIN 04-2482120-individual & family services-Latest filing 2025
Plans
3
Retirement
2
$16.9M assets
Welfare
1
$121K premiums
Participants
462
55 WHITE STREET - LITTLETON, MA 01460978-486-9877concordmobilrepair.comLinkedIn1-10 employeesindividual & family services
Plans on this EIN
3 filings
#002401k-$8.5M - 158 part#003ESOP-$8.3M - 176 part#505Mixed-$121K - 142 lives

Retirement portfolio analytics

2 plans aggregated / $16.9M assets / 334 participants

Assets by plan

Share of aggregate retirement assets

51%top
  • DESIGN CENTER 401(K) (#002)51%
  • PLAN & TRUST (#003)49%
Total $16.9MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PLAN & TRUST (#003)176
  • DESIGN CENTER 401(K) (#002)158
Total 334Click row to drill in

Benefits portfolio analytics

1 plan / $121K premiums / 142 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$68K
  • Life$45K
  • Short-term disability$45K
  • Long-term disability$45K
  • Other$45K
  • Vision$8K
Total $121K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
56%top
  • METROPOLITAN LIFE INSURANCE COMPANY56%
  • USABLE LIFE37%
  • EYEMED VISION CARE7%
Total $121K3 slices

Broker market share

Schedule A broker compensation

Split broker
69%top
  • INDIGO INSURANCE SERVICES69%
  • FRED C. CHURCH INC.30%
  • POWER & WALSH INSURANCE ADVISORS1%
Total $14K3 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

CONCORD BUILDING AND DESIGN CENTER 401(K) PLAN

401k

Assets$8.5M
Participants158
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

CONCORD LUMBER CORP. EMPLOYEE STOCK OWNERSHIP PLAN & TRUST

ESOP

Assets$8.3M
Participants176
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#505

CONCORD LUMBER CORPORATION WELFARE BENEFIT PLAN

Mixed - METROPOLITAN LIFE INSURANCE COMPANY

Premiums$121K
Covered lives142
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002CONCORD BUILDING AND DESIGN CENTER 401(K) PLAN401k$8.5M1582025
003CONCORD LUMBER CORP. EMPLOYEE STOCK OWNERSHIP PLAN & TRUSTESOP$8.3M1762025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
505CONCORD LUMBER CORPORATION WELFARE BENEFIT PLANMixedMETROPOLITAN LIFE INSURANCE COMPANY$121K1422024
Retirement plans
Welfare plans
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