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  2. COLUMBIA FOREST PRODUCTS, INC.
Sponsor portfolioTH

COLUMBIA FOREST PRODUCTS, INC.

EIN 93-0672034-paper & forest products-Latest filing 2025
Plans
3
Retirement
2
$273.6M assets
Welfare
1
$572K premiums
Participants
5,291
7900 MCCLOUD ROAD, SUITE 200 - GREENSBORO, NC 27409336-605-0429columbiaforestproducts.comLinkedIn1001-5000 employeespaper & forest products
Plans on this EIN
3 filings
#002ESOP-$184.0M - 1,675 part#004401k-$89.6M - 1,923 part#503Mixed-$572K - 2,816 lives

Retirement portfolio analytics

2 plans aggregated / $273.6M assets / 3,598 participants

Assets by plan

Share of aggregate retirement assets

67%top
  • PLAN AND TRUST (#002)67%
  • PLAN AND TRUST (#004)33%
Total $273.6MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PLAN AND TRUST (#004)1,923
  • PLAN AND TRUST (#002)1,675
Total 3,598Click row to drill in

Benefits portfolio analytics

1 plan / $572K premiums / 2,816 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$382K
  • Life$331K
  • Vision$118K
  • Long-term disability$71K
Total $572K4 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
70%top
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY70%
  • AMERITAS LIFE INSURANCE CORP.21%
  • HEALTH ADVOCATE SOLUTIONS, INC.9%
Total $572K3 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • MERCER HEALTH AND BENEFITS, LLC100%
Total $26K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

COLUMBIA FOREST PRODUCTS, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST

ESOP

Assets$184.0M
Participants1,675
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#004

COLUMBIA FOREST PRODUCTS, INC. EMPLOYEE 401(K) RETIREMENT SAVINGS PLAN AND TRUST

401k

Assets$89.6M
Participants1,923
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#503

COLUMBIA FOREST PRODUCTS, INC. HEALTH AND WELFARE BENEFITS MASTER PLAN

Mixed - LINCOLN NATIONAL LIFE INSURANCE COMPANY

Premiums$572K
Covered lives2,816
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002COLUMBIA FOREST PRODUCTS, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUSTESOP$184.0M1,6752024
004COLUMBIA FOREST PRODUCTS, INC. EMPLOYEE 401(K) RETIREMENT SAVINGS PLAN AND TRUST401k$89.6M1,9232024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
503COLUMBIA FOREST PRODUCTS, INC. HEALTH AND WELFARE BENEFITS MASTER PLANMixedLINCOLN NATIONAL LIFE INSURANCE COMPANY$572K2,8162025
Retirement plans
Welfare plans
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