Sponsor portfolio

MASONITE CORPORATION

EIN 64-0198020building materialsLatest filing 2024

Plans

Retirement

$353.3M assets

Welfare

$3.1M premiums

Participants

11,726

1001 E. PALM AVE - TAMPA, FL 33605866-554-4054birchwoodbest.comLinkedIn10001+ employeesbuilding materials

Plans on this EIN

3 filings

#101401k-$324.4M - 6,106 part #102401k-$28.9M - 638 part #550Mixed-$3.1M - 6,137 lives

Retirement portfolio analytics

2 plans aggregated / $353.3M assets / 6,744 participants

Assets by plan

Share of aggregate retirement assets

92%top

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched

100%top

CHARLES SCHWAB & CO., INC.100%

Participants by plan

Active + retired + deferred vested

Benefits portfolio analytics

1 plan / $3.1M premiums / 6,137 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

Other$2.2M
Life$1.5M
Long-term disability$890K
Short-term disability$25K

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor

80%top

METROPOLITAN LIFE INSURANCE COMPANY80%
AMERICAN HERITAGE LIFE INSURANCE COMPANY17%
COMPSYCH3%
LIFE INSURANCE COMPANY OF NORTH AMERICA0%
FOUR EVER LIFE INSURANCE COMPANY0%

Broker market share

Schedule A broker compensation

Single broker

100%top

MERCER HEALTH AND BENEFITS, LLC100%

Plan deep-dives

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

Retirement#101

MASONITE SAVINGS PLAN

401k

Assets$324.4M

Participants6,106

Inside the deep dive

Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers

Open plan deep dive

Retirement#102

MASONITE SAVINGS PLAN FOR COLLECTIVELY BARGAINED EMPLOYEES

401k

Assets$28.9M

Participants638

Inside the deep dive

Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers

Open plan deep dive

Welfare#550