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Sponsor portfolio

FRERES LUMBER CO., INC.

EIN 93-0357299-Latest filing 2025
Plans
4
Retirement
1
$28.0M assets
Welfare
3
$4.4M premiums
Participants
1,535
PO BOX 276 - LYONS, OR 97358503-859-2121
Plans on this EIN
4 filings
#001401k-$28.0M - 559 part#501Fully Insured-$3.9M - 296 lives#503Fully Insured-$282K - 162 lives#502Fully Insured-$206K - 377 lives

Benefits portfolio analytics

3 plans / $4.4M premiums / 835 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$3.9M
  • Prescription drug$3.9M
  • Dental$282K
  • Life$102K
  • Short-term disability$53K
  • Long-term disability$50K
Total $4.4M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
89%top
  • BLUE CROSS OF CALIFORNIA89%
  • USABLE LIFE5%
  • WILLAMETTE DENTAL INSURANCE, INC.4%
  • DELTA DENTAL OF CALIFORNIA3%
Total $4.4M4 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • WEIS & ASSOCIATES100%
Total $125K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

FRERES LUMBER CO., INC. SAVINGS AND PROFIT SHARING PLAN

401k

Assets$28.0M
Participants559
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

GROUP INSURANCE PLAN FOR FRERES LUMBER CO. INC.

Fully Insured - REGENCE BLUECROSS BLUESHIELD OF OREGON

Premiums$3.9M
Covered lives296
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#503

FRERES LUMBER CO., INC. GROUP DENTAL PLAN

Fully Insured - WILLAMETTE DENTAL INSURANCE, INC.

Premiums$282K
Covered lives162
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502

GROUP INSURANCE PLAN FOR FRERES LUMBER CO INC

Fully Insured - USABLE LIFE

Premiums$206K
Covered lives377
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001FRERES LUMBER CO., INC. SAVINGS AND PROFIT SHARING PLAN401k$28.0M5592024

Welfare plans3

Plan #NameFundingCarrierPremiumsCoveredLatest year
501GROUP INSURANCE PLAN FOR FRERES LUMBER CO. INC.Fully InsuredREGENCE BLUECROSS BLUESHIELD OF OREGON$3.9M2962025
503FRERES LUMBER CO., INC. GROUP DENTAL PLANFully InsuredWILLAMETTE DENTAL INSURANCE, INC.$282K1622025
502GROUP INSURANCE PLAN FOR FRERES LUMBER CO INCFully InsuredUSABLE LIFE$206K3772025
Retirement plans
Welfare plans
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