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Sponsor portfolio

WALLACE SUPPLY, LLC

EIN 45-2967608-Latest filing 2025
Plans
4
Retirement
1
$10.2M assets
Welfare
3
$1.5M premiums
Participants
540
2609 DEARBORN STREET - EASTON, PA 18045585-969-1472
Plans on this EIN
4 filings
#001401k-$10.2M - 167 part#501Fully Insured-$1.5M - 214 lives#502Fully Insured-$81K - 148 lives#503Self Funded-0 lives

Benefits portfolio analytics

3 plans / $1.5M premiums / 362 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.5M
  • Prescription drug$1.5M
  • Dental$81K
  • Vision$81K
  • Life$81K
  • Other$81K
Total $1.5M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
95%top
  • BLUE CROSS OF CALIFORNIA95%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA5%
Total $1.5M2 slices

Broker market share

Schedule A broker compensation

Split broker
85%top
  • ANGELA MARIE RUTA85%
  • GALLAGHER BENEFIT SERVICES, INC.15%
Total $60K2 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

WALLACE SUPPLY, LLC 401(K) PROFIT SHARING PLAN

401k

Assets$10.2M
Participants167
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

WALLACE SUPPLY, LLC HEALTH PLAN

Fully Insured - HIGHMARK INC.

Premiums$1.5M
Covered lives214
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502

WALLACE SUPPLY, LLC WELFARE PLAN

Fully Insured - THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA

Premiums$81K
Covered lives148
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#503

WALLACE SUPPLY, LLC HRA PLAN

Self Funded

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

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001WALLACE SUPPLY, LLC 401(K) PROFIT SHARING PLAN401k$10.2M1672024

Welfare plans3

Plan #NameFundingCarrierPremiumsCoveredLatest year
501WALLACE SUPPLY, LLC HEALTH PLANFully InsuredHIGHMARK INC.$1.5M2142025
502WALLACE SUPPLY, LLC WELFARE PLANFully InsuredTHE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA$81K1482025
503WALLACE SUPPLY, LLC HRA PLANSelf Funded-$002025
Retirement plans
Welfare plans
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