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Original filing (PDF)20251015082240NAL0008639154001
MCS INDUSTRIES, INC.
Form 5500
FILING_RECEIVED
MCS INDUSTRIES, INC. WELFARE BENEFIT PLAN
Health & welfare plan
Signals · 2
100% in single holding6 service providers
Active participants
91
Accounts w/ balance
—
Plan assets (EOY)
$459K
Net assets (EOY)
$305K
How this plan invests
This plan
1 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
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
Knocking points off
- Top holding "Money Market Fund * UMB Bank, N.A. UMB Bank Interest-Bearing Savings Account" is 100% of plan.
Helping the score
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MCS INDUSTRIES, INC..
Plan sponsor
Name
MCS INDUSTRIES, INC.
EIN
23-2125274
Address
2280 NEWLINS MILL ROAD · EASTON, PA · 18045
Phone
(610) 253-6268
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
2025-10-15
Welfare benefit codes
4A · Health (other than dental or vision)
4B · Life Insurance
4D · Dental
4E · Vision
4F · Temporary Disability (accident and sickness)
4H · Long-Term Disability
4Q · Other
Audit & trust (Schedule H)
Auditor
RKL LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
6 rowsBroker
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BSI CORPORATE BENEFITS, LLC | 51-0467698 | — | BROKER | $57K | — |
| THE BENECON GROUP | 23-1315351 | — | BROKER | $19K | — |
| INNOVU | — | PITTSBURGH, PA | BROKER | $5K | — |
Other
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| UNITED CONCORDIA COMPANIES, INC. | 25-1687586 | — | ADMIN | $8K | — |
| CONNECTCARE3 | 26-1768616 | — | PATIENT ADVOCATE | $7K | — |
| CAPITAL BLUECROSS | 23-0455154 | — | ADMIN | -$104K | — |
Investments
1 direct security· $418K(91% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Money Market Fund * UMB Bank, N.A. UMB Bank Interest-Bearing Savings Account | — | — | $418K | $418K | 91.2% |
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