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Sponsor portfolioTH

WENDY'S OF BOWLING GREEN

EIN 61-0888584-Latest filing 2025
Plans
3
Retirement
1
$9.5M assets
Welfare
2
$364K premiums
Participants
2,087
2501 CROSSINGS BLVD. STE. 300 - BOWLING GREEN, KY 42104901-271-2029
Plans on this EIN
3 filings
#001401k-$9.5M - 1,533 part#502Mixed-$364K - 401 lives#501Self Funded-0 lives

Benefits portfolio analytics

2 plans / $364K premiums / 401 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$173K
  • Dental$141K
  • Vision$141K
  • Life$102K
  • Long-term disability$102K
  • Short-term disability$50K
Total $364K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
61%top
  • UNUM LIFE INSURANCE COMPANY OF AMERICA61%
  • STARMOUNT LIFE INSURANCE COMPANY39%
Total $364K2 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • JAS D COLLIER & CO100%
Total $61K1 slice

Plan deep-dives

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

WENDY'S EMPLOYEE INVESTMENT PLAN

401k

Assets$9.5M
Participants1,533
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

WENDY'S OF BOWLING GREEN, INC. EMPLOYEE BENEFITS PLAN

Mixed - STARMOUNT LIFE INSURANCE COMPANY

Premiums$364K
Covered lives401
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#501

WENDY'S OF BOWLING GREEN FLEXIBLE COMPENSATION PLAN

Self Funded

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

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001WENDY'S EMPLOYEE INVESTMENT PLAN401k$9.5M1,5332024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
502WENDY'S OF BOWLING GREEN, INC. EMPLOYEE BENEFITS PLANMixedSTARMOUNT LIFE INSURANCE COMPANY$364K4012025
501WENDY'S OF BOWLING GREEN FLEXIBLE COMPENSATION PLANSelf Funded-$002025
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