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Sponsor portfolio

MACDONALD & OWEN VENEER & LUMBER CO., INC.

EIN 41-0964059-Wholesale Trade-Latest filing 2025
Plans
2
Retirement
1
$16.4M assets
Welfare
1
$83K premiums
Participants
388
1500 W. CTY HWY 16, SUITE C - WEST SALEM, WI 54669608-269-4417
Plans on this EIN
2 filings
#001401k-$16.4M - 205 part#502Fully Insured-$83K - 198 lives

Benefits portfolio analytics

1 plan / $83K premiums / 198 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Short-term disability$49K
  • Life$17K
  • Other$17K
  • Long-term disability$17K
Total $83K4 rows

Carrier market share

Premium dollars by Schedule A carrier

Bundled
100%top
  • UNITED OF OMAHA LIFE INSURANCE COMPANY100%
Total $83K1 slice

Broker market share

Schedule A broker compensation

Split broker
82%top
  • T I C INC82%
  • TIC INC14%
  • GCG FINANCIAL LLC4%
Total $18K3 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

MACDONALD & OWEN VENEER & LUMBER CO., INC. PROFIT SHARING PLAN

401k

Assets$16.4M
Participants205
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

MACDONALD & OWEN VENEER & LUMBER CO., INC. LIFE INSURANCE PLAN

Fully Insured - UNITED OF OMAHA LIFE INSURANCE COMPANY

Premiums$83K
Covered lives198
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001MACDONALD & OWEN VENEER & LUMBER CO., INC. PROFIT SHARING PLAN401k$16.4M2052025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
502MACDONALD & OWEN VENEER & LUMBER CO., INC. LIFE INSURANCE PLANFully InsuredUNITED OF OMAHA LIFE INSURANCE COMPANY$83K1982025
Retirement plans
Welfare plans
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