PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. U.S. LUMBER GROUP LLC
Sponsor portfolio

U.S. LUMBER GROUP LLC

EIN 27-4877902-Wholesale Trade-Latest filing 2024
Plans
2
Retirement
1
$214.0M assets
Welfare
1
$2.8M premiums
Participants
8,141
2160 SATELITE BLVD STE 450 - DULUTH, GA 300974360678-474-4577
Plans on this EIN
2 filings
#001401k-$214.0M - 4,290 part#501Mixed-$2.8M - 3,923 lives

Benefits portfolio analytics

1 plan / $2.8M premiums / 3,923 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$2.8M
  • Life$2.4M
  • Long-term disability$2.4M
Total $2.8M3 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
83%top
  • SUN LIFE ASSURANCE COMPANY OF CANADA83%
  • RELIASTAR LIFE INSURANCE COMPANY17%
Total $2.8M2 slices

Broker market share

Schedule A broker compensation

Split broker
51%top
  • STERLING SEACREST PRITCHARD, INC.51%
  • BENE RE LLC41%
  • PLANSOURCE BENEFITS ADMINISTRATION8%
Total $93K3 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

U.S. LUMBER GROUP, LLC 401(K) PLAN

401k

Assets$214.0M
Participants4,290
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

SPECIALTY BUILDING PRODUCTS, LLC EMPLOYEE BENEFIT PLAN

Mixed - SUN LIFE ASSURANCE COMPANY OF CANADA

Premiums$2.8M
Covered lives3,923
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001U.S. LUMBER GROUP, LLC 401(K) PLAN401k$214.0M4,2902024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501SPECIALTY BUILDING PRODUCTS, LLC EMPLOYEE BENEFIT PLANMixedSUN LIFE ASSURANCE COMPANY OF CANADA$2.8M3,9232024
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica