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  2. WILLIAMS LUMBER INC.
Sponsor portfolio

WILLIAMS LUMBER INC.

EIN 14-1279525-Retail Trade-Latest filing 2025
Plans
2
Retirement
1
$16.1M assets
Welfare
1
$17K premiums
Participants
555
6760 ROUTE 9 - RHINEBECK, NY 12572845-876-7011
Plans on this EIN
2 filings
#002401k-$16.1M - 430 part#501Mixed-$17K - 70 lives

Benefits portfolio analytics

1 plan / $17K premiums / 70 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$16K
  • Other$1K
Total $17K2 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
92%top
  • COMPANION LIFE INSURANCE COMPANY92%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY8%
Total $17K2 slices

Broker market share

Schedule A broker compensation

Split broker
79%top
  • USI INSURANCE SERVICES LLC79%
  • ASSUREDPARTNERS21%
Total $4K2 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

WILLIAMS LUMBER INC. 401(K) PROFIT SHARING PLAN

401k

Assets$16.1M
Participants430
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

WILLIAMS LUMBER, INC. HEALTH AND WELFARE/FRINGE PLAN

Mixed - COMPANION LIFE INSURANCE COMPANY

Premiums$17K
Covered lives70
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002WILLIAMS LUMBER INC. 401(K) PROFIT SHARING PLAN401k$16.1M4302025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501WILLIAMS LUMBER, INC. HEALTH AND WELFARE/FRINGE PLANMixedCOMPANION LIFE INSURANCE COMPANY$17K702025
Retirement plans
Welfare plans
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