Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
WEST FRASER, INC.
EIN 72-1489951Agriculture, Forestry, Fishing and HuntingLatest filing 2024
Plans
4
Retirement
3
$408.0M assets
Welfare
1
$2.8M premiums
Participants
9,807
57 GERMANTOWN CT, SUITE 300 - CORDOVA, TN 38018901-620-4200
Retirement portfolio analytics
3 plans aggregated / $408.0M assets / 5,874 participantsParticipants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $2.8M premiums / 10,998 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$2.8M
- Life$2.7M
- Long-term disability$2.7M
Carrier market share
Premium dollars by Schedule A carrier
96%top
- HARTFORD LIFE AND ACCIDENT96%
- MAGELLAN HEALTHCARE4%
Broker market share
Schedule A broker compensation
100%top
- LOCKTON COMPANIES, LLC100%
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$322.2M
Participants3,936
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
WEST FRASER, INC. PENSION PLAN
CashBalance
Assets$58.6M
Participants887
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$27.1M
Participants1,051
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$2.8M
Covered lives10,998
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 | $322.2M | 3,936 | 2024 | |
| 002 | WEST FRASER, INC. PENSION PLAN | CashBalance | $58.6M | 887 | 2024 | |
| 004 | WEST FRASER, INC. 401(K) PLAN FOR COLLECTIVELY BARGAINED EMPLOYEES | 401k | $27.1M | 1,051 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | WEST FRASER, INC. HEALTH AND WELFARE PLAN | Mixed | HARTFORD LIFE AND ACCIDENT | $2.8M | 10,998 | 2024 |
Retirement plans
Welfare plans