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Sponsor portfolioTH

SCHERER BROS LUMBER CO

EIN 41-0678286-building materials-Latest filing 2025
Plans
4
Retirement
3
$78.6M assets
Welfare
1
$184K premiums
Participants
1,039
9401 73RD AVENUE NORTH SUITE 400 - BROOKLYN PARK, MN 55428612-627-0840schererbros.comLinkedIn201-500 employeesbuilding materials
Plans on this EIN
4 filings
#001401k-$47.7M - 265 part#005401k-$16.8M - 221 part#006ESOP-$14.2M - 233 part#508Mixed-$184K - 320 lives

Retirement portfolio analytics

3 plans aggregated / $78.6M assets / 719 participants

Assets by plan

Share of aggregate retirement assets

61%top
  • PROFIT SHARING PLAN (#001)61%
  • FOR PRODUCTION EMPLOYEES (#005)21%
  • EMPLOYEE STOCK OWNERSHIP (#006)18%
Total $78.6MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#001)265
  • EMPLOYEE STOCK OWNERSHIP (#006)233
  • FOR PRODUCTION EMPLOYEES (#005)221
Total 719Click row to drill in

Benefits portfolio analytics

1 plan / $184K premiums / 320 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$170K
  • Long-term disability$170K
  • Other$170K
  • Vision$14K
Total $184K4 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
92%top
  • STANDARD INSURANCE COMPANY92%
  • FIDELITY SECURITY LIFE INSURANCE COMPANY8%
Total $184K2 slices

Broker market share

Schedule A broker compensation

Split broker
91%top
  • HAYS COMPANIES, INC.91%
  • BROWN & BROWN INSURANCE SERVICES9%
Total $15K2 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

SCHERER BROS LUMBER CO 401K PROFIT SHARING PLAN

401k

Assets$47.7M
Participants265
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#005

SCHERER BROS LUMBER CO 401(K) PLAN FOR PRODUCTION EMPLOYEES

401k

Assets$16.8M
Participants221
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#006

SCHERER BROS. LUMBER CO. EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$14.2M
Participants233
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#508

SCHERER BROS. LUMBER CO. HEALTH & WELFARE PLAN

Mixed - STANDARD INSURANCE COMPANY

Premiums$184K
Covered lives320
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans3

Plan #NameTypeAssetsParticipantsLatest year
001SCHERER BROS LUMBER CO 401K PROFIT SHARING PLAN401k$47.7M2652025
005SCHERER BROS LUMBER CO 401(K) PLAN FOR PRODUCTION EMPLOYEES401k$16.8M2212025
006SCHERER BROS. LUMBER CO. EMPLOYEE STOCK OWNERSHIP PLANESOP$14.2M2332025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
508SCHERER BROS. LUMBER CO. HEALTH & WELFARE PLANMixedSTANDARD INSURANCE COMPANY$184K3202025
Retirement plans
Welfare plans
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