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Sponsor portfolio

F & W FORESTRY SERVICES, INC.

EIN 58-0971978-Latest filing 2025
Plans
3
Retirement
1
$21.1M assets
Welfare
2
$603K premiums
Participants
576
P. O. BOX 3610 - ALBANY, GA 317063610229-883-0505
Plans on this EIN
3 filings
#003401k-$21.1M - 256 part#501Mixed-$533K - 174 lives#504Fully Insured-$70K - 166 lives

Benefits portfolio analytics

2 plans / $603K premiums / 340 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Stop-loss$494K
  • Long-term disability$70K
  • Life$25K
  • Other$14K
Total $603K4 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
82%top
  • EVEREST REINSURANCE COMPANY82%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA12%
  • EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA4%
  • HCC LIFE INSURANCE COMPANY2%
Total $603K4 slices

Broker market share

Schedule A broker compensation

Split broker
81%top
  • ROBERT G. RELPH AGENCY, INC.81%
  • LUMINARE HEALTH BENEFITS, INC.19%
Total $13K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#003

F & W FORESTRY SERVICES, INC. 401(K) SAVINGS AND RETIREMENT PLAN & TRUST

401k

Assets$21.1M
Participants256
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

F & W FORESTRY SERVICES, INC. EMPLOYEE BENEFIT PLAN

Mixed - EVEREST REINSURANCE COMPANY

Premiums$533K
Covered lives174
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#504

F&W FORESTRY SERVICES, INC. LONG TERM DISABILITY PLAN

Fully Insured - UNUM LIFE INSURANCE COMPANY OR AMERICA

Premiums$70K
Covered lives166
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
003F & W FORESTRY SERVICES, INC. 401(K) SAVINGS AND RETIREMENT PLAN & TRUST401k$21.1M2562024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
501F & W FORESTRY SERVICES, INC. EMPLOYEE BENEFIT PLANMixedEVEREST REINSURANCE COMPANY$533K1742025
504F&W FORESTRY SERVICES, INC. LONG TERM DISABILITY PLANFully InsuredUNUM LIFE INSURANCE COMPANY OR AMERICA$70K1662025
Retirement plans
Welfare plans
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