Back to filter
Original filing (PDF)20250729154154NAL0006316994001
INSTITUTIONAL WHOLESALE COMPANY, INC.
Form 5500
FILING_RECEIVED
INSTITUTIONAL WHOLESALE COMPANY, INC. WELFARE PLAN
Health & welfare plan
Active participants
0
Accounts w/ balance
—
Plan assets (EOY)
—
Net assets (EOY)
—
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for INSTITUTIONAL WHOLESALE COMPANY, INC..
Plan sponsor
Name
INSTITUTIONAL WHOLESALE COMPANY, INC.
EIN
62-0793519
Address
535 DRY VALLEY ROAD · COOKEVILLE, TN · 38506
Phone
(931) 537-4000
Industry
Wholesale Tradesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
501
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-07-29
Welfare benefit codes
4A · Health (other than dental or vision)
4B · Life Insurance
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsBroker
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GROUP BENEFIT SYSTEMS, INC. | 62-1020448 | NASHVILLE, TN | INSURANCE BROKER | $26K | — |
| GROUP INSURANCE SERVICES | 71-0505232 | CHATTANOOGA, TN | INSURANCE BROKER | $270 | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BLUECROSS BLUESHIELD OF TN | 62-0427913 | CHATTANOOGA, TN | CONTRACT ADMIN. / TPA | $56K | — |
Investments
The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.
See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.