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Sponsor portfolio

PORTER PIPE AND SUPPLY COMPANY

EIN 36-3198538-wholesale-Latest filing 2025
Plans
3
Retirement
2
$31.9M assets
Welfare
1
$4.4M premiums
Participants
982
401 SOUTH ROHLWING ROAD - ADDISON, IL 60101630-359-2451porterpipe.comLinkedIn51-200 employeeswholesale
Plans on this EIN
3 filings
#002401k-$28.5M - 363 part#001ProfitSharing-$3.4M - 244 part#501Fully Insured-$4.4M - 696 lives

Retirement portfolio analytics

2 plans aggregated / $31.9M assets / 607 participants

Assets by plan

Share of aggregate retirement assets

89%top
  • SUPPLY CO. 401(K) (#002)89%
  • PROFIT SHARING PLAN (#001)11%
Total $31.9MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
89%top
  • (Not disclosed)89%
  • JULY BUSINESS SERVICES11%
Total $31.9MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • SUPPLY CO. 401(K) (#002)363
  • PROFIT SHARING PLAN (#001)244
Total 607Click row to drill in

Benefits portfolio analytics

1 plan / $4.4M premiums / 696 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$4.2M
  • Dental$4.2M
  • Prescription drug$4.2M
  • Life$267K
  • Short-term disability$267K
  • Long-term disability$267K
  • +2 more
Total $4.5M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
93%top
  • BLUE CROSS OF CALIFORNIA93%
  • DEARBORN LIFE INSURANCE COMPANY6%
  • VISION SERVICE PLAN1%
Total $4.5M3 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • USI INSURANCE SERVICES LLC100%
Total $228K1 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

PORTER PIPE & SUPPLY CO. 401(K) PLAN

401k

Assets$28.5M
Participants363
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

PORTER SUPPLY CO. PROFIT SHARING PLAN

ProfitSharing

Assets$3.4M
Participants244
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

PORTER PIPE AND SUPPLY CO WELFARE BENEFIT PLAN

Fully Insured - BLUECROSS BLUESHIELD OF ILLINOIS

Premiums$4.4M
Covered lives696
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002PORTER PIPE & SUPPLY CO. 401(K) PLAN401k$28.5M3632024
001PORTER SUPPLY CO. PROFIT SHARING PLANProfitSharing$3.4M2442024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501PORTER PIPE AND SUPPLY CO WELFARE BENEFIT PLANFully InsuredBLUECROSS BLUESHIELD OF ILLINOIS$4.4M6962025
Retirement plans
Welfare plans
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