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Sponsor portfolio

SUN MOUNTAIN LUMBER, INC.

EIN 20-0080113-paper & forest products-Latest filing 2025
Plans
2
Retirement
1
$7.1M assets
Welfare
1
$5.0M premiums
Participants
425
181 GREENHOUSE RD - DEER LODGE, MT 59722406-846-1600sunmtnlumber.comLinkedIn51-200 employeespaper & forest products
Plans on this EIN
2 filings
#001401k-$7.1M - 225 part#501Fully Insured-$5.0M - 410 lives

Benefits portfolio analytics

1 plan / $5.0M premiums / 410 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$4.8M
  • Dental$4.8M
  • Life$69K
  • Short-term disability$54K
  • Other$39K
  • Vision$27K
  • +1 more
Total $5.0M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
96%top
  • BLUE CROSS OF CALIFORNIA96%
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY3%
  • DEARBORN LIFE INSURANCE COMPANY1%
Total $5.0M3 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • MARSH & MCLENNAN AGENCY LLC100%
Total $182K1 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

SUN MOUNTAIN LUMBER COMPANY 401(K) PLAN AND TRUST

401k

Assets$7.1M
Participants225
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

SUN MOUNTAIN LUMBER AND AFFILIATED COMPANIES HEALTH AND WELFARE PLAN

Fully Insured - BLUECROSS BLUESHIELD OF MONTANA

Premiums$5.0M
Covered lives410
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001SUN MOUNTAIN LUMBER COMPANY 401(K) PLAN AND TRUST401k$7.1M2252024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501SUN MOUNTAIN LUMBER AND AFFILIATED COMPANIES HEALTH AND WELFARE PLANFully InsuredBLUECROSS BLUESHIELD OF MONTANA$5.0M4102025
Retirement plans
Welfare plans
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