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  2. MEAD HOLDING COMPANY, INC.
Sponsor portfolioTH

MEAD HOLDING COMPANY, INC.

EIN 47-0362891-Retail Trade-Latest filing 2025
Plans
3
Retirement
2
$444.2M assets
Welfare
1
$752K premiums
Participants
3,738
1740 BILL BABKA DRIVE - COLUMBUS, NE 686011989402-564-5225
Plans on this EIN
3 filings
#002ESOP-$391.1M - 1,291 part#001401k-$53.1M - 1,263 part#502Mixed-$752K - 1,553 lives

Retirement portfolio analytics

2 plans aggregated / $444.2M assets / 2,554 participants

Assets by plan

Share of aggregate retirement assets

88%top
  • PLAN AND TRUST (#002)88%
  • LUMBER 401K PLAN (#001)12%
Total $444.2MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PLAN AND TRUST (#002)1,291
  • LUMBER 401K PLAN (#001)1,263
Total 2,554Click row to drill in

Benefits portfolio analytics

1 plan / $752K premiums / 1,553 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$637K
  • Short-term disability$637K
  • Long-term disability$637K
  • Other$637K
  • Vision$115K
Total $752K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
85%top
  • SUN LIFE ASSURANCE COMPANY OF CANADA85%
  • AMERITAS LIFE INSURANCE CORP.15%
Total $752K2 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • HUB INTERNATIONAL MIDWEST LIMITED100%
Total $121K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

MEAD LUMBER EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST

ESOP

Assets$391.1M
Participants1,291
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

MEAD LUMBER 401K PLAN

401k

Assets$53.1M
Participants1,263
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

MEAD WELFARE BENEFITS PLAN

Mixed - SUN LIFE ASSURANCE COMPANY OF CANADA

Premiums$752K
Covered lives1,553
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002MEAD LUMBER EMPLOYEE STOCK OWNERSHIP PLAN AND TRUSTESOP$391.1M1,2912025
001MEAD LUMBER 401K PLAN401k$53.1M1,2632025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
502MEAD WELFARE BENEFITS PLANMixedSUN LIFE ASSURANCE COMPANY OF CANADA$752K1,5532025
Retirement plans
Welfare plans
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