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  2. TREE BRAND PACKAGING, INC.
Sponsor portfolio

TREE BRAND PACKAGING, INC.

EIN 56-1763763-packaging and containers-Latest filing 2025
Plans
3
Retirement
1
$965K assets
Welfare
2
$524K premiums
Participants
451
2800 WOODTECH DRIVE - NEWTON, NC 28658704-483-0719treebrand.comLinkedIn201-500 employeespackaging and containers
Plans on this EIN
3 filings
#001401k-$965K - 125 part#501Fully Insured-$372K - 93 lives#502Fully Insured-$152K - 233 lives

Benefits portfolio analytics

2 plans / $524K premiums / 326 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Stop-loss$354K
  • Other$145K
  • Dental$112K
  • Life$112K
  • Short-term disability$112K
  • Health$16K
  • +1 more
Total $524K7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
68%top
  • BERKLEY LIFE AND HEALTH INSURANCE COMPANY68%
  • METROPOLITAN LIFE INSURANCE COMPANY27%
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY3%
  • COMMUNITY EYE CARE2%
  • TELADOC0%
  • +1 more
Total $524K6 slices

Broker market share

Schedule A broker compensation

Split broker
57%top
  • ECM BENEFITS LLC57%
  • MARC A GROVE28%
  • SHEALY BENEFITS SERVICES INC13%
  • ACS BENEFIT SERVICES LLC2%
Total $23K4 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

TREE BRAND PACKAGING INC 401K PLAN

401k

Assets$965K
Participants125
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

THE HEALTH AND WELFARE BENEFIT OF TREE BRAND PACKAGING, INC.

Fully Insured - BERKLEY LIFE & HEALTH INSURANCE CO

Premiums$372K
Covered lives93
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502

TREE BRAND PACKAGING, INC. GROUP INSURANCE PLAN (502)

Fully Insured - METROPOLITAN LIFE INSURANCE COMPANY

Premiums$152K
Covered lives233
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001TREE BRAND PACKAGING INC 401K PLAN401k$965K1252024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
501THE HEALTH AND WELFARE BENEFIT OF TREE BRAND PACKAGING, INC.Fully InsuredBERKLEY LIFE & HEALTH INSURANCE CO$372K932025
502TREE BRAND PACKAGING, INC. GROUP INSURANCE PLAN (502)Fully InsuredMETROPOLITAN LIFE INSURANCE COMPANY$152K2332025
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