Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
WEST FRASER, INC.
EIN 72-1489951ManufacturingLatest filing 2025
Plans
4
Retirement
3
$437.0M assets
Welfare
1
$4.3M premiums
Participants
9,662
57 GERMANTOWN CT, SUITE 300 - GERMANTOWN, TN 38138901-620-4200
Retirement portfolio analytics
3 plans aggregated / $437.0M assets / 5,698 participantsParticipants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $4.3M premiums / 7,473 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$2.7M
- Life$2.6M
- Long-term disability$2.6M
- Health$1.3M
- Prescription drug$1.3M
- Vision$335K
Carrier market share
Premium dollars by Schedule A carrier
61%top
- HARTFORD LIFE AND ACCIDENT61%
- BLUE CROSS OF CALIFORNIA38%
- MAGELLAN HEALTHCARE2%
Broker market share
Schedule A broker compensation
52%top
- GALLAGHER BENEFIT SERVICES, INC.52%
- LOCKTON COMPANIES, LLC45%
- JUSTIN TRUCKENBROD4%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#003
WEST FRASER, INC. 401(K) PLAN
401k
Assets$350.1M
Participants3,832
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
WEST FRASER, INC. PENSION PLAN
CashBalance
Assets$57.6M
Participants837
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#004
WEST FRASER, INC. 401(K) PLAN FOR COLLECTIVELY BARGAINED EMPLOYEES
401k
Assets$29.3M
Participants1,029
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
WEST FRASER, INC. HEALTH AND WELFARE PLAN
Mixed - HARTFORD LIFE AND ACCIDENT
Premiums$4.3M
Covered lives7,473
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans3
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 003 | WEST FRASER, INC. 401(K) PLAN | 401k | $350.1M | 3,832 | 2025 | |
| 002 | WEST FRASER, INC. PENSION PLAN | CashBalance | $57.6M | 837 | 2025 | |
| 004 | WEST FRASER, INC. 401(K) PLAN FOR COLLECTIVELY BARGAINED EMPLOYEES | 401k | $29.3M | 1,029 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | WEST FRASER, INC. HEALTH AND WELFARE PLAN | Mixed | HARTFORD LIFE AND ACCIDENT | $4.3M | 7,473 | 2025 |
Retirement plans
Welfare plans