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Sponsor portfolioTH

WHOLESALE SUPPLY GROUP, INC.

EIN 62-0981754-wholesale-Latest filing 2025
Plans
2
Retirement
1
$7.3M assets
Welfare
1
$103K premiums
Participants
360
885 KEITH STREET NW - CLEVELAND, TN 37311423-479-5997wholesalesupply.usLinkedIn201-500 employeeswholesale
Plans on this EIN
2 filings
#002401k-$7.3M - 219 part#501Mixed-$103K - 211 lives

Benefits portfolio analytics

1 plan / $103K premiums / 211 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$60K
  • Vision$60K
  • Other$39K
  • Life$8K
  • Short-term disability$4K
Total $103K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
58%top
  • BLUE CROSS OF CALIFORNIA58%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA30%
  • USABLE LIFE12%
Total $103K3 slices

Broker market share

Schedule A broker compensation

Split broker
48%top
  • CBIZ BENEFITS & INSURANCE SERVICES48%
  • DAVID A FIGLESTAHLER39%
  • VELOCITY BENEFITS7%
  • GROUP INSURANCE SERVICES INC6%
Total $14K4 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

WHOLESALE SUPPLY GROUP, INC. 401(K) PLAN

401k

Assets$7.3M
Participants219
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

WHOLESALE SUPPLY GROUP BENEFIT PLAN

Mixed - BLUECROSS BLUESHIELD OF TENNESSEE, INC.

Premiums$103K
Covered lives211
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002WHOLESALE SUPPLY GROUP, INC. 401(K) PLAN401k$7.3M2192025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501WHOLESALE SUPPLY GROUP BENEFIT PLANMixedBLUECROSS BLUESHIELD OF TENNESSEE, INC.$103K2112025
Retirement plans
Welfare plans
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