PlanOptica
Pricing
Sign inSign up free
  1. Companies/
  2. UFP INDUSTRIES, INC
Sponsor portfolioTH

UFP INDUSTRIES, INC

EIN 38-1465835-building materials-Latest filing 2024
Plans
2
Retirement
1
$784.7M assets
Welfare
1
$11.0M premiums
Participants
29,110
2801 E BELTLINE AVE NE - GRAND RAPIDS, MI 495259680616-364-6161ufpi.comLinkedIn10001+ employeesbuilding materials
Plans on this EIN
2 filings
#001ESOP-$784.7M - 16,703 part#501Mixed-$11.0M - 12,598 lives

Benefits portfolio analytics

1 plan / $11.0M premiums / 12,598 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$5.5M
  • Prescription drug$5.5M
  • Other$4.0M
  • Life$2.2M
  • Long-term disability$697K
  • Vision$605K
  • +1 more
Total $11.0M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
50%top
  • KAISER FOUNDATION HEALTH PLAN INC50%
  • AETNA LIFE INSURANCE COMPANY22%
  • HARTFORD LIFE AND ACCIDENT20%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA9%
Total $11.0M4 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • MERCER HEALTH AND BENEFITS, LLC100%
Total $742K1 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

UFP INDUSTRIES, INC. EMPLOYEES' PROFIT SHARING AND 401(K) PLAN

ESOP

Assets$784.7M
Participants16,703
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

UFP INDUSTRIES, INC. WELFARE BENEFITS PLAN

Mixed - KAISER FOUNDATION HEALTH PLAN INC.

Premiums$11.0M
Covered lives12,598
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001UFP INDUSTRIES, INC. EMPLOYEES' PROFIT SHARING AND 401(K) PLANESOP$784.7M16,7032024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501UFP INDUSTRIES, INC. WELFARE BENEFITS PLANMixedKAISER FOUNDATION HEALTH PLAN INC.$11.0M12,5982024
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Every retirement and welfare filing, 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
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica