Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
THE STELLA-JONES CORPORATION
EIN 20-3529371Latest filing 2025
Plans
4
Retirement
3
$144.4M assets
Welfare
1
$3.3M premiums
Participants
4,807
1000 CLIFF MINE ROAD, SUITE 500 - PITTSBURGH, PA 15275412-894-2848
Retirement portfolio analytics
3 plans aggregated / $144.4M assets / 2,740 participantsRecordkeeper share
DC plan assets by Schedule C recordkeeper
96%top
- ADP BROKER-DEALER96%
- (Not disclosed)4%
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $3.3M premiums / 1,993 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Stop-loss$1.8M
- Other$937K
- Life$639K
- Short-term disability$349K
- Long-term disability$181K
Carrier market share
Premium dollars by Schedule A carrier
56%top
- SUN LIFE ASSURANCE COMPANY OF CANADA56%
- THE LINCOLN NATIONAL LIFE INSURANCE COMPANY44%
Broker market share
Schedule A broker compensation
70%top
- HENDERSON BROTHERS, INC.70%
- STEALTH PARTNER GROUP LLC30%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#003
STELLA-JONES CORPORATION RETIREMENT PLAN
401k
Assets$138.2M
Participants2,514
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#005
RETIREMENT PLAN FOR EMPLOYEES OF CASCADE POLE AND LUMBER COMPANY
TraditionalDB
Assets$4.6M
Participants158
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#004
THE T.P.M. PENSION PLAN FOR EMPLOYEES OF L.D. MCFARLAND COMPANY LTD.
TraditionalDB
Assets$1.6M
Participants68
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
STELLA-JONES CORPORATION HEALTH & WELFARE PLAN
Mixed - SUN LIFE ASSURANCE COMPANY OF CANADA
Premiums$3.3M
Covered lives1,993
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans3
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 003 | STELLA-JONES CORPORATION RETIREMENT PLAN | 401k | $138.2M | 2,514 | 2024 | |
| 005 | RETIREMENT PLAN FOR EMPLOYEES OF CASCADE POLE AND LUMBER COMPANY | TraditionalDB | $4.6M | 158 | 2024 | |
| 004 | THE T.P.M. PENSION PLAN FOR EMPLOYEES OF L.D. MCFARLAND COMPANY LTD. | TraditionalDB | $1.6M | 68 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | STELLA-JONES CORPORATION HEALTH & WELFARE PLAN | Mixed | SUN LIFE ASSURANCE COMPANY OF CANADA | $3.3M | 1,993 | 2025 |
Retirement plans
Welfare plans