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Sponsor portfolioTH

JERRY'S BUILDING MATERIALS, INC

EIN 93-0612307-building materials-Latest filing 2024
Plans
3
Retirement
2
$87.2M assets
Welfare
1
$2.1M premiums
Participants
1,097
PO BOX 2611, 2600 HIGHWAY 99 N - EUGENE, OR 97402541-689-1911LinkedIn201-500 employeesbuilding materials
Plans on this EIN
3 filings
#003ESOP-$68.4M - 304 part#002401k-$18.8M - 320 part#501Fully Insured-$2.1M - 473 lives

Retirement portfolio analytics

2 plans aggregated / $87.2M assets / 624 participants

Assets by plan

Share of aggregate retirement assets

78%top
  • PLAN AND TRUST (#003)78%
  • PROFIT SHARING 401(K) (#002)22%
Total $87.2MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING 401(K) (#002)320
  • PLAN AND TRUST (#003)304
Total 624Click row to drill in

Benefits portfolio analytics

1 plan / $2.1M premiums / 473 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.8M
  • Prescription drug$1.8M
  • Dental$166K
  • Other$72K
  • Life$59K
  • Short-term disability$59K
  • +2 more
Total $2.1M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
88%top
  • PROVIDENCE HEALTH PLAN88%
  • DELTA DENTAL OF CALIFORNIA8%
  • STANDARD INSURANCE COMPANY3%
  • PRINCIPAL LIFE INSURANCE COMPANY1%
  • CASCADE CENTERS, INC.1%
Total $2.1M5 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • USI INSURANCE SERVICES LLC100%
Total $4791 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#003

JERRY'S BUILDING MATERIALS, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST

ESOP

Assets$68.4M
Participants304
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

JERRY'S BUILDING MATERIALS, INC. PROFIT SHARING 401(K) PLAN

401k

Assets$18.8M
Participants320
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

JERRY'S BUILDING MATERIALS, INC. EMPLOYEE BENEFIT PLAN

Fully Insured - PROVIDENCE HEALTH PLAN

Premiums$2.1M
Covered lives473
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
003JERRY'S BUILDING MATERIALS, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUSTESOP$68.4M3042024
002JERRY'S BUILDING MATERIALS, INC. PROFIT SHARING 401(K) PLAN401k$18.8M3202024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501JERRY'S BUILDING MATERIALS, INC. EMPLOYEE BENEFIT PLANFully InsuredPROVIDENCE HEALTH PLAN$2.1M4732024
Retirement plans
Welfare plans
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