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Original filing (PDF)20250415083229NAL0003103377001

WILSON WAREHOUSE CO., INC.

Form 5500
FILING_RECEIVED
WILSON WAREHOUSE CO., INC.
Health & welfare plan
Signals · 1
No recordkeeper disclosed
Active participants
117
Accounts w/ balance
—
Plan assets (EOY)
—
Net assets (EOY)
—
Plan health score (directional)
84
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
90
Concentration risk
75
Total plan cost
75
Vendor stack
80
Participation health
100
Knocking points off
  • No IQPA named; plan is in the 80-120 transition zone — may be filing as small.
  • No recordkeeper disclosed on Schedule C.
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 WILSON WAREHOUSE CO., INC..
Plan sponsor
Name
WILSON WAREHOUSE CO., INC.
EIN
72-0548491
Address
2400 SORREL AVE · BATON ROUGE, LA · 708024250
Phone
(225) 343-3443
Industry
All Other Professional Services· Professional & Technical Servicessee 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
2025-04-15
Welfare benefit codes
4A · Health (other than dental or vision)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—

Service providers (Schedule C)

2 rows
Broker
1
NameEINLocationRelationDirect compIndirect comp
GALLAGHER BENEFIT SERVICES36-4291971BATON ROUGE, LAINSURANCE BROKER$62K—
TPA / Administrator
1
NameEINLocationRelationDirect compIndirect comp
BLUE CROSS AND BLUE SHIELD OF LA23-7384555BATON ROUGE, LACONTRACT ADMINISTRATOR$373K—

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.

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