Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Life$228K
- Short-term disability$228K
- Long-term disability$228K
- Other$228K
- Vision$28K
Sponsor portfolio
SPAHN & ROSE LUMBER CO.
EIN 42-0536450building materialsLatest filing 2025
Plans
2
Retirement
1
$34.3M assets
Welfare
1
$256K premiums
Participants
907
PO BOX 149 - DUBUQUE, IA 520040149563-582-3606spahnandrose.comLinkedIn201-500 employeesbuilding materials
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $256K premiums / 410 covered livesCarrier market share
Premium dollars by Schedule A carrier
89%top
- UNITED OF OMAHA LIFE INSURANCE COMPANY89%
- FIDELITY SECURITY LIFE INSURANCE COMPANY11%
Broker market share
Schedule A broker compensation
100%top
- COTTINGHAM & BUTLER100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
SPAHN & ROSE LUMBER CO EMPLOYEE'S 401(K) PROFIT SHARING PLAN
401k
Assets$34.3M
Participants506
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#506
SPAHN & ROSE LUMBER CO. GROUP HEALTH & WELFARE
Mixed - UNITED OF OMAHA LIFE INSURANCE COMPANY
Premiums$256K
Covered lives410
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | SPAHN & ROSE LUMBER CO EMPLOYEE'S 401(K) PROFIT SHARING PLAN | 401k | $34.3M | 506 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 506 | SPAHN & ROSE LUMBER CO. GROUP HEALTH & WELFARE | Mixed | UNITED OF OMAHA LIFE INSURANCE COMPANY | $256K | 410 | 2025 |
Retirement plans
Welfare plans