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Original filing (PDF)20250826120552NAL0008489809001
MORGAN DISTRIBUTING, INC.
Form 5500
FILING_RECEIVED
MORGAN DISTRIBUTING, INC. WELFARE BENEFIT PLAN
Health & welfare plan
Signals · 2
Late filing · 24.4 moNo recordkeeper disclosed
Active participants
110
Accounts w/ balance
—
Plan assets (EOY)
—
Net assets (EOY)
—
Plan health score (directional)
76
/ 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
65
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.
- Filed 24.4 months past the 10.5-month grace window.
- 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 MORGAN DISTRIBUTING, INC..
Plan sponsor
Name
MORGAN DISTRIBUTING, INC.
EIN
37-1004314
Address
3425 NORTH 22ND STREET · DECATUR, IL · 62526
Phone
(217) 877-3579
Industry
Wholesale Tradesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
501
Plan year
2024
Plan year begin
2021-10-01
Tax period
2022-09-30
Filed
2025-08-26
Welfare benefit codes
4B · Life Insurance
4F · Temporary Disability (accident and sickness)
4H · Long-Term Disability
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
No Schedule C providers reportedInvestments
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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