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Sponsor portfolio

PATRICK LUMBER COMPANY

EIN 93-0637331-paper & forest products-Latest filing 2025
Plans
2
Retirement
1
$16.5M assets
Welfare
1
$178K premiums
Participants
230
222 SW COLUMBIA ST, SUITE 1110 - PORTLAND, OR 97201503-222-9671patlbr.comLinkedIn11-50 employeespaper & forest products
Plans on this EIN
2 filings
#003401k-$16.5M - 123 part#501Mixed-$178K - 103 lives

Benefits portfolio analytics

1 plan / $178K premiums / 103 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$118K
  • Dental$101K
  • Vision$86K
  • Long-term disability$45K
  • Life$32K
Total $178K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
48%top
  • PRINCIPAL LIFE INSURANCE COMPANY48%
  • STANDARD INSURANCE COMPANY43%
  • WILLAMETTE DENTAL INSURANCE, INC.9%
Total $178K3 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • LEONARD ADAMS INSURANCE INC100%
Total $19K1 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

PATRICK LUMBER CO 401(K) PLAN

401k

Assets$16.5M
Participants123
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

PATRICK LUMBER COMPANY EMPLOYEE BENEFITS PLAN

Mixed - PRINCIPAL LIFE INSURANCE COMPANY

Premiums$178K
Covered lives103
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
003PATRICK LUMBER CO 401(K) PLAN401k$16.5M1232025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501PATRICK LUMBER COMPANY EMPLOYEE BENEFITS PLANMixedPRINCIPAL LIFE INSURANCE COMPANY$178K1032025
Retirement plans
Welfare plans
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