Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Life$190K
- Long-term disability$97K
- Short-term disability$93K
Sponsor portfolio
SORRENTO LUMBER CO., INC.
EIN 72-0803531building materialsLatest filing 2025
Plans
2
Retirement
1
$3.1M assets
Welfare
1
$190K premiums
Participants
266
P.O. BOX 146 - SORRENTO, LA 70778225-675-5375sorrentolumber.comLinkedIn11-50 employeesbuilding materials
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $190K premiums / 101 covered livesCarrier market share
Premium dollars by Schedule A carrier
51%top
- EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA51%
- UNUM LIFE INSURANCE COMPANY OF AMERICA49%
Broker market share
Schedule A broker compensation
55%top
- HUB INTERNATIONAL MIDWEST LIMITED55%
- REBECCA N SONGY13%
- JS YOUNG AND ASSOCIATES12%
- GROUP VOLUNTARY BENEFITS LLC7%
- JOEY MIGUES6%
- +3 more
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
SORRENTO LUMBER CO., INC. 401(K) PROFIT SHARING PLAN AND TRUST
401k
Assets$3.1M
Participants165
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
SORRENTO LUMBER COMPANY, INC. WELFARE BENEFIT PLAN
Mixed - EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA
Premiums$190K
Covered lives101
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | SORRENTO LUMBER CO., INC. 401(K) PROFIT SHARING PLAN AND TRUST | 401k | $3.1M | 165 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | SORRENTO LUMBER COMPANY, INC. WELFARE BENEFIT PLAN | Mixed | EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA | $190K | 101 | 2024 |
Retirement plans
Welfare plans