Original filing (PDF)20251014072054NAL0001086275001

I SUPPLY COMPANY

Name: I SUPPLY COMPANY — HEALTH CARE PLAN OF I SUPPLY COMPANY, Form 5500 (2024)
Creator: I SUPPLY COMPANY

Form 5500

FILING_RECEIVED

HEALTH CARE PLAN OF I SUPPLY COMPANY

Health & welfare plan

Signals · 3

100% in single holding~46098 bps in Sched C feesNo recordkeeper disclosed

Active participants

107

Accounts w/ balance

—

Plan assets (EOY)

$31K

Net assets (EOY)

-$52K

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

/ 100

Grade C

Average plan with room to improve

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for I SUPPLY COMPANY.

Plan sponsor

Name

I SUPPLY COMPANY

EIN

31-0515530

Address

1255 SPANGLER ROAD · P O BOX 1739 · FAIRBORN, OH · 45324

Phone

(937) 878-5240

Industry

Other Services (ex. Public Admin)see all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

502

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-14

Welfare benefit codes

4A · Health (other than dental or vision)

Audit & trust (Schedule H)

Auditor

BRADY, WARE & SCHOENFELD

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

3 rows

Broker

Name	EIN	Location	Relation	Direct comp	Indirect comp
MCGOHAN BRABENDER (DUBLIN)	31-1191330	—	BROKER	$35K	—

Other service providers

Name	EIN	Location	Relation	Direct comp	Indirect comp
MUTUAL HEALTH SERVICES, A DIVISION	—	CLEVELAND, OH	ADMIN	$81K	—
THE BENECON GROUP	23-1315351

Investments

1 direct security· $9K(29% of reported assets)

PI						% of plan
	Cash - interest-bearing UMB Bank, N.A. Cash - interest bearing	Cash / Money Market	—	$9K	$9K	29.2%

1–1 of 1

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