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

UFP INDUSTRIES, INC

EIN 38-1465835-building materials-Latest filing 2025
Plans
2
Retirement
1
$791.7M assets
Welfare
1
$10.4M premiums
Participants
27,291
2801 E BELTLINE AVE NE - GRAND RAPIDS, MI 495259680616-364-6161ufpi.comLinkedIn10001+ employeesbuilding materials
Plans on this EIN
2 filings
#001ESOP-$791.7M - 15,940 part#501Mixed-$10.4M - 11,308 lives

Benefits portfolio analytics

1 plan / $10.4M premiums / 11,308 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$5.1M
  • Prescription drug$5.1M
  • Other$3.8M
  • Life$2.2M
  • Long-term disability$685K
  • Vision$583K
  • +1 more
Total $10.4M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
49%top
  • KAISER FOUNDATION HEALTH PLAN INC49%
  • AETNA LIFE INSURANCE COMPANY22%
  • HARTFORD LIFE AND ACCIDENT21%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA9%
Total $10.4M4 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • MERCER HEALTH AND BENEFITS, LLC100%
Total $607K1 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$791.7M
Participants15,940
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$10.4M
Covered lives11,308
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$791.7M15,9402025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501UFP INDUSTRIES, INC. WELFARE BENEFITS PLANMixedKAISER FOUNDATION HEALTH PLAN INC.$10.4M11,3082025
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