Assets by plan
Share of aggregate retirement assets
- PLAN AND TRUST (#003)$65.5M
Filings through .
Top hat
Jerry's Building Materials, Inc.
EIN 93-0612307building materialsLatest filing 2025
Plans
3
Retirement
2
$86.3M assets
Health & Benefits
1
$2.1M premiums
Participants
888
PO BOX 2611, 2600 HIGHWAY 99 N - EUGENE, OR 97402541-689-1911LinkedIn201-500 employeesbuilding materials
Plans on this EIN
3 filingsHealth & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
Retirement portfolio analytics
2 plans aggregated / $86.3M assets / 632 participants
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $2.1M premiums / 352 covered lives
Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$1.9M
- Prescription drug$1.9M
- Dental$159K
- Vision$59K
- Life$59K
- Short-term disability$59K
- +2 more
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Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#003
JERRY'S BUILDING MATERIALS, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST
ESOP
Assets$65.5M
Participants304
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002
JERRY'S BUILDING MATERIALS, INC. PROFIT SHARING 401(K) PLAN
401(k)
Assets$20.8M
Participants328
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501
JERRY'S BUILDING MATERIALS, INC. EMPLOYEE BENEFIT PLAN
Fully insured - PROVIDENCE HEALTH PLAN
Premiums$2.1M
Covered lives352
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #003 | JERRY'S BUILDING MATERIALS, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST | ESOP | $65.5M | 304 | 2025 |
| #002 | JERRY'S BUILDING MATERIALS, INC. PROFIT SHARING 401(K) PLAN | 401(k) | $20.8M | 328 | 2025 |
- #003 · ESOP · 2025304
- #002 · 401(k) · 2025328
Health & Benefits plans
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #501 | JERRY'S BUILDING MATERIALS, INC. EMPLOYEE BENEFIT PLAN | Fully insured | PROVIDENCE HEALTH PLAN | $2.1M | 352 | 2025 |
- #501 · Fully insured · PROVIDENCE HEALTH PLAN · 2025352
Retirement plans
Health & Benefits plans