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  2. INTERSTATE WAREHOUSING, LLC
Sponsor portfolio

INTERSTATE WAREHOUSING, LLC

EIN 35-1625381-construction-Latest filing 2025
Plans
4
Retirement
1
$50.9M assets
Welfare
3
$1.8M premiums
Participants
3,987
9009 COLDWATER ROAD - FORT WAYNE, IN 46825260-490-3000interstateroofing.comLinkedIn1-10 employeesconstruction
Plans on this EIN
4 filings
#001401k-$50.9M - 1,303 part#508Fully Insured-$1.8M - 1,353 lives#501Self Funded-0 lives#509Self Funded-0 lives

Benefits portfolio analytics

3 plans / $1.8M premiums / 1,353 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$1.8M
  • Vision$1.8M
  • Life$1.8M
  • Short-term disability$1.8M
  • Long-term disability$1.8M
  • Other$1.8M
Total $1.8M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Bundled
100%top
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA100%
Total $1.8M1 slice

Broker market share

Schedule A broker compensation

Split broker
78%top
  • NXTGEN, LLC78%
  • PAYCHEX INSURANCE AGENCY, INC.26%
  • JAMES R NELLIGAN & ASSOCIATES LLC1%
  • FLOCK IS, INCORPORATED-5%
Total $304K4 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

TIPPMANN GROUP EMPLOYEES 401(K) PLAN

401k

Assets$50.9M
Participants1,303
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#508

TIPPMANN GROUP LIFE INSURANCE PLAN

Fully Insured - THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA

Premiums$1.8M
Covered lives1,353
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#501

TIPPMANN GROUP MEDICAL PLAN

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#509

TIPPMANN GROUP FLEXIBLE BENEFITS PLAN

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001TIPPMANN GROUP EMPLOYEES 401(K) PLAN401k$50.9M1,3032025

Welfare plans3

Plan #NameFundingCarrierPremiumsCoveredLatest year
508TIPPMANN GROUP LIFE INSURANCE PLANFully InsuredTHE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA$1.8M1,3532025
501TIPPMANN GROUP MEDICAL PLANSelf Funded-$002025
509TIPPMANN GROUP FLEXIBLE BENEFITS PLANSelf Funded-$002025
Retirement plans
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