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Sponsor portfolio

REX LUMBER, LLC

EIN 61-1870518-paper & forest products-Latest filing 2025
Plans
2
Retirement
1
$16.7M assets
Welfare
1
$814K premiums
Participants
1,401
P.O. BOX 7 - GRACEVILLE, FL 32440850-263-4457rex-lumber.comLinkedIn201-500 employeespaper & forest products
Plans on this EIN
2 filings
#001401k-$16.7M - 699 part#503Mixed-$814K - 1,201 lives

Benefits portfolio analytics

1 plan / $814K premiums / 1,201 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$525K
  • Short-term disability$525K
  • Long-term disability$525K
  • Other$525K
  • Dental$289K
  • Vision$289K
Total $814K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
65%top
  • UNITEDHEALTHCARE INSURANCE COMPANY65%
  • AMERITAS LIFE INSURANCE CORP.35%
Total $814K2 slices

Broker market share

Schedule A broker compensation

Split broker
92%top
  • MCGRIFF INSURANCE SERVICES INC92%
  • MARSH & MCLENNAN AGENCY LLC8%
Total $91K2 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

REX LUMBER 401(K) AND P/S PLAN

401k

Assets$16.7M
Participants699
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#503

REX LUMBER, LLC HEALTH AND WELFARE PLAN

Mixed - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$814K
Covered lives1,201
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001REX LUMBER 401(K) AND P/S PLAN401k$16.7M6992024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
503REX LUMBER, LLC HEALTH AND WELFARE PLANMixedUNITEDHEALTHCARE INSURANCE COMPANY$814K1,2012025
Retirement plans
Welfare plans
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