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  2. WELLBORN CABINET INC.
Sponsor portfolio

WELLBORN CABINET INC.

EIN 63-0622867-building materials-Latest filing 2024
Plans
2
Retirement
1
$31.4M assets
Welfare
1
$2.1M premiums
Participants
2,642
P. O. BOX 1210, 38669 HWY 77 - ASHLAND, AL 36251256-354-7151wellborn.comLinkedIn1001-5000 employeesbuilding materials
Plans on this EIN
2 filings
#001401k-$31.4M - 1,664 part#501Mixed-$2.1M - 1,856 lives

Benefits portfolio analytics

1 plan / $2.1M premiums / 1,856 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$944K
  • Short-term disability$612K
  • Stop-loss$445K
  • Life$422K
  • Long-term disability$142K
  • Vision$106K
Total $2.1M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
63%top
  • RELIANCE STANDARD LIFE INSURANCE COMPANY63%
  • HCC LIFE INSURANCE COMPANY21%
  • UNITED AMERICAN INSURANCE COMPANY16%
Total $2.1M3 slices

Broker market share

Schedule A broker compensation

Split broker
79%top
  • USI INSURANCE SERVICES LLC79%
  • IBENEFIT COMMUNICATION LLC17%
  • BENEFIT TECHNOLOGY RESOURCES, LLC4%
Total $310K3 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

WELLBORN CABINET, INC. 401(K) PROFIT SHARING PLAN

401k

Assets$31.4M
Participants1,664
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

WELLBORN CABINET INC MEDICAL PLAN

Mixed - TOKIO MARINE HCC

Premiums$2.1M
Covered lives1,856
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001WELLBORN CABINET, INC. 401(K) PROFIT SHARING PLAN401k$31.4M1,6642024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501WELLBORN CABINET INC MEDICAL PLANMixedTOKIO MARINE HCC$2.1M1,8562024
Retirement plans
Welfare plans
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