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  2. INGRAM INDUSTRIES INC.
Sponsor portfolioTH

INGRAM INDUSTRIES INC.

EIN 62-0673043-Wholesale Trade-Latest filing 2025
Plans
4
Retirement
2
$757.6M assets
Welfare
2
$8.9M premiums
Participants
15,171
4400 HARDING ROAD, ONE BELLE MEADE PLACE - NASHVILLE, TN 372052290866-415-4015
Plans on this EIN
4 filings
#002401k-$726.6M - 8,257 part#003MoneyPurchase-$31.0M - 764 part#504Mixed-$8.9M - 6,172 lives#554Self Funded-0 lives

Retirement portfolio analytics

2 plans aggregated / $757.6M assets / 9,021 participants

Assets by plan

Share of aggregate retirement assets

96%top
  • 401(K) RETIREMENT PLAN (#002)96%
  • GROUP RETIREMENT PLAN (#003)4%
Total $757.6MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
100%top
  • JOHN HANCOCK LIFE INSURANCE COMPANY100%
Total $757.6MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • 401(K) RETIREMENT PLAN (#002)8,257
  • GROUP RETIREMENT PLAN (#003)764
Total 9,021Click row to drill in

Benefits portfolio analytics

2 plans / $8.9M premiums / 6,172 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$8.0M
  • Life$6.5M
  • Long-term disability$6.5M
  • Vision$678K
  • Dental$178K
Total $8.9M5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
74%top
  • PRUDENTIAL INSURANCE COMPANY OF AMERICA74%
  • RELIASTAR LIFE INSURANCE COMPANY14%
  • VISION SERVICE PLAN8%
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY2%
  • METROPOLITAN LIFE INSURANCE COMPANY2%
  • +1 more
Total $8.9M6 slices

Broker market share

Schedule A broker compensation

Split broker
85%top
  • LOCKTON COMPANIES, LLC85%
  • BSC AGENCY LLC9%
  • BENCAP AMERICA MANAGEMENT, LLC5%
  • IMG0%
Total $668K4 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

INGRAM 401(K) RETIREMENT PLAN

401k

Assets$726.6M
Participants8,257
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

INGRAM MARINE GROUP RETIREMENT PLAN

MoneyPurchase

Assets$31.0M
Participants764
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#504

INGRAM INDUSTRIES INC. EMPLOYEE BENEFITS PLAN

Mixed - PRUDENTIAL INSURANCE COMPANY OF AMERICA

Premiums$8.9M
Covered lives6,172
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#554

OPTIONAL HEALTH CARE PLAN FOR FORMER INGRAM ASSOCIATES

Self Funded

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

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002INGRAM 401(K) RETIREMENT PLAN401k$726.6M8,2572025
003INGRAM MARINE GROUP RETIREMENT PLANMoneyPurchase$31.0M7642025

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
504INGRAM INDUSTRIES INC. EMPLOYEE BENEFITS PLANMixedPRUDENTIAL INSURANCE COMPANY OF AMERICA$8.9M6,1722025
554OPTIONAL HEALTH CARE PLAN FOR FORMER INGRAM ASSOCIATESSelf Funded-$002025
Retirement plans
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