Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$1.6M
- Dental$1.6M
- Other$43K
- Life$30K
- Vision$15K
Sponsor portfolio
MORGAN LUMBER COMPANY, INC.
EIN 54-0583151Wholesale TradeLatest filing 2025
Plans
2
Retirement
1
$5.6M assets
Welfare
1
$1.6M premiums
Participants
312
P.O. BOX 25 - RED OAK, VA 23964434-735-8151
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $1.6M premiums / 232 covered livesCarrier market share
Premium dollars by Schedule A carrier
96%top
- ANTHEM LIFE INSURANCE COMPANY96%
- PRINCIPAL LIFE INSURANCE COMPANY2%
- AMERITAS LIFE INSURANCE CORP.1%
- AMERICAN HERITAGE LIFE INSURANCE COMPANY1%
Broker market share
Schedule A broker compensation
51%top
- MCGRIFF INSURANCE SERVICES INC51%
- MARSH & MCLENNAN AGENCY LLC43%
- GIS BENEFITS INC4%
- BISHOP LONA1%
- WARE MARK A0%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
MORGAN LUMBER 401(K) PLAN
401k
Assets$5.6M
Participants168
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
MORGAN LUMBER COMPANY HEALTH AND WELFARE PLAN
Fully Insured - ANTHEM HEALTH PLANS OF VIRGINIA DBA ANTHEM BCBS
Premiums$1.6M
Covered lives232
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | MORGAN LUMBER 401(K) PLAN | 401k | $5.6M | 168 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | MORGAN LUMBER COMPANY HEALTH AND WELFARE PLAN | Fully Insured | ANTHEM HEALTH PLANS OF VIRGINIA DBA ANTHEM BCBS | $1.6M | 232 | 2025 |
Retirement plans
Welfare plans