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Sponsor portfolio

BAILLIE LUMBER CO. LP

EIN 16-1439224-paper & forest products-Latest filing 2025
Plans
2
Retirement
1
$78.8M assets
Welfare
1
$2.9M premiums
Participants
2,499
P.O. BOX 6 - HAMBURG, NY 14075716-649-2850thebailliegroup.comLinkedIn1001-5000 employeespaper & forest products
Plans on this EIN
2 filings
#002401k-$78.8M - 1,092 part#501Mixed-$2.9M - 1,884 lives

Benefits portfolio analytics

1 plan / $2.9M premiums / 1,884 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$2.7M
  • Stop-loss$1.3M
  • Dental$563K
  • Health$162K
  • Vision$71K
  • Short-term disability$1K
Total $2.9M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
45%top
  • HM LIFE INSURANCE COMPANY45%
  • METROPOLITAN LIFE INSURANCE COMPANY31%
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY19%
  • EYEMED VISION CARE2%
  • UNITED AMERICAN INSURANCE COMPANY1%
  • +3 more
Total $2.9M8 slices

Broker market share

Schedule A broker compensation

Split broker
97%top
  • MARSH & MCLENNAN AGENCY LLC97%
  • PLANSOURCE BENEFITS ADMINISTRATION3%
  • HUB INTERNATIONAL MIDWEST LIMITED0%
  • MULTIPLE - DETAIL UPON REQUEST0%
Total $118K4 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

BAILLIE LUMBER CO., L.P. 401(K) PLAN

401k

Assets$78.8M
Participants1,092
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

BAILLIE LUMBER CO. GROUP HEALTH PLAN

Mixed - HM LIFE INSURANCE COMPANY OF NEW YORK

Premiums$2.9M
Covered lives1,884
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002BAILLIE LUMBER CO., L.P. 401(K) PLAN401k$78.8M1,0922024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501BAILLIE LUMBER CO. GROUP HEALTH PLANMixedHM LIFE INSURANCE COMPANY OF NEW YORK$2.9M1,8842025
Retirement plans
Welfare plans
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