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Sponsor portfolio

WALLACE HARDWARE COMPANY, INC.

EIN 62-0408190-packaging and containers-Latest filing 2024
Plans
2
Retirement
1
$9.5M assets
Welfare
1
$405K premiums
Participants
336
5050 S. DAVY CROCKETT PARKWAY - MORRISTOWN, TN 378133903423-586-5650LinkedIn1-10 employeespackaging and containers
Plans on this EIN
2 filings
#001401k-$9.5M - 206 part#501Mixed-$405K - 198 lives

Benefits portfolio analytics

1 plan / $405K premiums / 198 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Stop-loss$252K
  • Life$90K
  • Short-term disability$46K
  • Long-term disability$25K
  • Other$19K
Total $405K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
62%top
  • COMPANION LIFE INSURANCE COMPANY62%
  • USABLE LIFE34%
  • HCC LIFE INSURANCE COMPANY4%
Total $405K3 slices

Broker market share

Schedule A broker compensation

Split broker
66%top
  • CBIZ BENEFITS & INSURANCE SERVICES66%
  • GROUP INSURANCE SERVICES INC33%
  • IMAGINE3601%
Total $49K3 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 DISTRIBUTION COMPANY PROFIT SHARING PLAN

401k

Assets$9.5M
Participants206
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

WALLACE HEALTH CARE PLAN

Mixed - COMPANION LIFE (IISI)

Premiums$405K
Covered lives198
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001WALLACE DISTRIBUTION COMPANY PROFIT SHARING PLAN401k$9.5M2062024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501WALLACE HEALTH CARE PLANMixedCOMPANION LIFE (IISI)$405K1982024
Retirement plans
Welfare plans
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