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Sponsor portfolio

CURTIS LUMBER COMPANY, INC

EIN 14-1311618-building materials-Latest filing 2025
Plans
2
Retirement
1
$80.0M assets
Welfare
1
$779K premiums
Participants
1,582
885 ROUTE 67 - BALLSTON SPA, NY 12020518-490-1304curtislumber.comLinkedIn501-1000 employeesbuilding materials
Plans on this EIN
2 filings
#001401k-$80.0M - 894 part#501Mixed-$779K - 688 lives

Benefits portfolio analytics

1 plan / $779K premiums / 688 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$651K
  • Vision$651K
  • Life$651K
  • Other$651K
  • Short-term disability$128K
  • Long-term disability$128K
Total $779K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Bundled
100%top
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA100%
Total $779K1 slice

Broker market share

Schedule A broker compensation

Single broker
100%top
  • MARSHALL & STERLING EMPLOYEE BENEFI100%
Total $97K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

CURTIS LUMBER COMPANY, INCORPORATED EMPLOYEE SAVINGS & PROFIT SHARING PLAN

401k

Assets$80.0M
Participants894
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

CURTIS LUMBER CO., INC. EMPLOYEE BENEFITS PLAN

Mixed - THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA

Premiums$779K
Covered lives688
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001CURTIS LUMBER COMPANY, INCORPORATED EMPLOYEE SAVINGS & PROFIT SHARING PLAN401k$80.0M8942025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501CURTIS LUMBER CO., INC. EMPLOYEE BENEFITS PLANMixedTHE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA$779K6882025
Retirement plans
Welfare plans
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