PlanOptica
Pricing
Sign inSign up free
  1. Companies/
  2. COLUMBIA FOREST PRODUCTS
Sponsor portfolioTH

COLUMBIA FOREST PRODUCTS

EIN 93-0672034-paper & forest products-Latest filing 2024
Plans
3
Retirement
2
$273.6M assets
Welfare
1
$604K premiums
Participants
5,249
7900 MCCLOUD RD, 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-$604K - 2,747 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 / $604K premiums / 2,747 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$399K
  • Life$347K
  • Vision$130K
  • Long-term disability$75K
Total $604K4 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
70%top
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY70%
  • AMERITAS LIFE INSURANCE CORP.22%
  • HEALTH ADVOCATE SOLUTIONS, INC.9%
Total $604K3 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • MERCER HEALTH AND BENEFITS, LLC100%
Total $29K1 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$604K
Covered lives2,747
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$604K2,7472024
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Every retirement and welfare filing, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica