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Sponsor portfolio

GUTCHESS LUMBER CO., INC.

EIN 15-0539802-paper & forest products-Latest filing 2025
Plans
3
Retirement
2
$69.2M assets
Welfare
1
$527K premiums
Participants
1,546
890 MCLEAN ROAD - CORTLAND, NY 13045607-753-3393gutchess.comLinkedIn201-500 employeespaper & forest products
Plans on this EIN
3 filings
#001401k-$44.7M - 657 part#003ESOP-$24.5M - 463 part#501Mixed-$527K - 624 lives

Retirement portfolio analytics

2 plans aggregated / $69.2M assets / 1,120 participants

Assets by plan

Share of aggregate retirement assets

65%top
  • COMPANIES 401(K) Savings (#001)65%
  • EMPLOYEE STOCK OWNERSHIP (#003)35%
Total $69.2MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • COMPANIES 401(K) Savings (#001)657
  • EMPLOYEE STOCK OWNERSHIP (#003)463
Total 1,120Click row to drill in

Benefits portfolio analytics

1 plan / $527K premiums / 624 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Stop-loss$322K
  • Short-term disability$175K
  • Health$163K
  • Other$163K
  • Life$155K
  • Long-term disability$155K
  • +1 more
Total $527K7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
61%top
  • BLUE CROSS OF CALIFORNIA61%
  • SUN LIFE ASSURANCE COMPANY OF CANADA33%
  • AMERITAS LIFE INSURANCE CORP.4%
  • COMPSYCH2%
Total $527K4 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • NFP INSURANCE SERVICES INC100%
Total $21K1 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

GUTCHESS COMPANIES 401(K) SAVINGS PLAN

401k

Assets$44.7M
Participants657
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

GUTCHESS LUMBER EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$24.5M
Participants463
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

GUTCHESS LUMBER CO., INC. HEALTH & WELFARE BENEFIT PLAN

Mixed - EXCELLUS BLUE CROSS BLUE SHIELD

Premiums$527K
Covered lives624
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001GUTCHESS COMPANIES 401(K) SAVINGS PLAN401k$44.7M6572024
003GUTCHESS LUMBER EMPLOYEE STOCK OWNERSHIP PLANESOP$24.5M4632024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501GUTCHESS LUMBER CO., INC. HEALTH & WELFARE BENEFIT PLANMixedEXCELLUS BLUE CROSS BLUE SHIELD$527K6242025
Retirement plans
Welfare plans
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