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Sponsor portfolio

EXCEPTIONAL FORESTERS, INC.

EIN 91-0773423-hospital & health care-Latest filing 2025
Plans
2
Retirement
1
$1.4M assets
Welfare
1
$1.0M premiums
Participants
301
2009 W RAILROAD AVE - SHELTON, WA 985847812360-426-0077LinkedIn11-50 employeeshospital & health care
Plans on this EIN
2 filings
#001401k-$1.4M - 122 part#501Mixed-$1.0M - 213 lives

Benefits portfolio analytics

1 plan / $1.0M premiums / 213 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$931K
  • Dental$57K
  • Short-term disability$38K
  • Life$17K
Total $1.0M4 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
89%top
  • UNITEDHEALTHCARE INSURANCE COMPANY89%
  • UNITED HEALTHCARE INSURANCE COMPANY5%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA4%
  • PRINCIPAL LIFE INSURANCE COMPANY2%
Total $1.0M4 slices

Broker market share

Schedule A broker compensation

Split broker
98%top
  • ANGLER INSURANCE, LLC98%
  • BELL-ANDERSON AGENCY INC2%
Total $58K2 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

EXCEPTIONAL FORESTERS INC. 401(K) PLAN

401k

Assets$1.4M
Participants122
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

EXCEPTIONAL FORESTERS, INC., DBA EFI HEALTH AND WELFARE BENEFIT PLAN

Mixed - UNITED HEALTHCARE

Premiums$1.0M
Covered lives213
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001EXCEPTIONAL FORESTERS INC. 401(K) PLAN401k$1.4M1222024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501EXCEPTIONAL FORESTERS, INC., DBA EFI HEALTH AND WELFARE BENEFIT PLANMixedUNITED HEALTHCARE$1.0M2132025
Retirement plans
Welfare plans
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