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Sponsor portfolio

WELLBORN FOREST PRODUCTS, INC.

EIN 20-5872901-building materials-Latest filing 2025
Plans
2
Retirement
1
$9.0M assets
Welfare
1
$4.3M premiums
Participants
1,352
2212 AIRPORT BLVD. - ALEXANDER CITY, AL 35010256-234-7900LinkedIn201-500 employeesbuilding materials
Plans on this EIN
2 filings
#001401k-$9.0M - 637 part#501Mixed-$4.3M - 715 lives

Benefits portfolio analytics

1 plan / $4.3M premiums / 715 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$3.8M
  • Prescription drug$3.8M
  • Vision$431K
  • Life$431K
  • Short-term disability$431K
  • Long-term disability$431K
  • +1 more
Total $4.3M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
90%top
  • BLUE CROSS OF CALIFORNIA90%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA10%
Total $4.3M2 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • LOCKTON COMPANIES, LLC100%
Total $92K1 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

WELLBORN FOREST PRODUCTS, INC. 401(K) PLAN

401k

Assets$9.0M
Participants637
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

WELLBORN FOREST PRODUCTS, INC. BENEFIT PLAN

Mixed - BLUE CROSS AND BLUE SHIELD OF ALABAMA

Premiums$4.3M
Covered lives715
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001WELLBORN FOREST PRODUCTS, INC. 401(K) PLAN401k$9.0M6372024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501WELLBORN FOREST PRODUCTS, INC. BENEFIT PLANMixedBLUE CROSS AND BLUE SHIELD OF ALABAMA$4.3M7152025
Retirement plans
Welfare plans
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