Original filing (PDF)20260612095414NAL0005752051001

J.M. Blanco, Inc. Amerisource Bergen

Name: J.M. Blanco, Inc. Amerisource Bergen — J.M. Blanco, Form 5500 (2025)
Creator: J.M. Blanco, Inc. Amerisource Bergen
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

J.M. Blanco, Inc. Union Employees Savings and Investment Plan

Defined-contribution retirement plan · J.M. Blanco, Inc. Amerisource Bergen's J.M. Blanco, Inc. Union Employees Savings and Investment Plan covered 12 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

—

Net assets (EOY)

—

How this plan invests

This plan

1 collective trust

Schedule D

Individual securities

on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

Plan health score

Top-tier plan health

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. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (92nd percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for J.M. BLANCO, INC. AMERISOURCE BERGEN.

Plan sponsor

Name

J.M. BLANCO, INC. AMERISOURCE BERGEN

EIN

94-3319906all filings

Address

21 DIANA STREET AMELIA INDUSTRIAL · PARK · GUAYNABO, PR · 009688006

Phone

(787) 793-6262

Industry

Wholesale Trade

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2025

Plan year begin

2025-01-01

Tax period

2025-12-31

Filed

2026-06-12

Pension benefit codes

2E · Profit-sharing

2G · Total participant-directed accounts

3C · Not intended to be qualified

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

No Schedule C providers reported

Investments

1 pooled fund· $620

Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.