Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
9WOOD, INC.
EIN 20-1421296building materialsLatest filing 2025
Plans
3
Retirement
2
$4.7M assets
Welfare
1
$106K premiums
Participants
545
999 SOUTH A STREET - SPRINGFIELD, OR 97477888-767-99909wood.comLinkedIn51-200 employeesbuilding materials
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $4.7M assets / 365 participantsParticipants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $106K premiums / 186 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Dental$73K
- Life$33K
- Long-term disability$33K
- Other$33K
Carrier market share
Premium dollars by Schedule A carrier
41%top
- WILLAMETTE DENTAL INSURANCE, INC.41%
- UNITED OF OMAHA LIFE INSURANCE COMPANY31%
- STANDARD INSURANCE COMPANY28%
Broker market share
Schedule A broker compensation
85%top
- J.L. JONES AND ASSOCIATES85%
- J.L. JONES INSURANCE SERVICES, LLC15%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
9WOOD 401K PROFIT SHARING PLAN
401k
Assets$2.8M
Participants173
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
9WOOD, INC. EMPLOYEE STOCK OWNERSHIP PLAN
ESOP
Assets$2.0M
Participants192
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
9WOOD INC. WELFARE BENEFIT PLAN
Mixed - WILLAMETTE DENTAL INSURANCE, INC.
Premiums$106K
Covered lives186
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | 9WOOD 401K PROFIT SHARING PLAN | 401k | $2.8M | 173 | 2025 | |
| 002 | 9WOOD, INC. EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $2.0M | 192 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | 9WOOD INC. WELFARE BENEFIT PLAN | Mixed | WILLAMETTE DENTAL INSURANCE, INC. | $106K | 186 | 2024 |
Retirement plans
Welfare plans