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Sponsor portfolioTH

LUMBERMEN'S, INC.

EIN 38-3367986-building materials-Latest filing 2025
Plans
2
Retirement
1
$121.8M assets
Welfare
1
$798K premiums
Participants
1,471
4433 STAFFORD AVENUE SW - GRAND RAPIDS, MI 495484148800-333-8891lumbermens-inc.comLinkedIn201-500 employeesbuilding materials
Plans on this EIN
2 filings
#001ESOP-$121.8M - 804 part#501Mixed-$798K - 1,018 lives

Benefits portfolio analytics

1 plan / $798K premiums / 1,018 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$406K
  • Other$344K
  • Life$289K
  • Long-term disability$289K
  • Vision$48K
Total $798K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
51%top
  • DELTA DENTAL OF CALIFORNIA51%
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY36%
  • AFLAC7%
  • VISION SERVICE PLAN6%
Total $798K4 slices

Broker market share

Schedule A broker compensation

Split broker
96%top
  • HUB INTERNATIONAL MIDWEST LIMITED96%
  • MICHELLE ASHLEY3%
  • SAMANTHA SEDLAK1%
  • ROBERT L PARSONS0%
Total $187K4 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

LUMBERMEN'S EMPLOYEE STOCK OWNERSHIP AND SAVINGS PLAN

ESOP

Assets$121.8M
Participants804
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

LUMBERMEN'S, INC. FLEXIBLE BENEFIT PLAN

Mixed - DELTA DENTAL OF MICHIGAN

Premiums$798K
Covered lives1,018
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001LUMBERMEN'S EMPLOYEE STOCK OWNERSHIP AND SAVINGS PLANESOP$121.8M8042024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501LUMBERMEN'S, INC. FLEXIBLE BENEFIT PLANMixedDELTA DENTAL OF MICHIGAN$798K1,0182025
Retirement plans
Welfare plans
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