Plan Ledger DOL Form 5500 · updated monthly

Forms & Supply Incbenefits

Forms & Supply Inc Benefit Plan · CHARLOTTE, NC · plan year 2025

Previously filed as Forms & Supply Inc. Same employer identification number; renames and acquisitions are why old benefits and 401(k) accounts get lost.

Broker compensation reported · 2025
$28,382

Forms & Supply Inc's benefits plans covered 236 active participants in 2025, providing life · dental · vision · short-term disability · long-term disability · other. Insurance brokers and agents were paid $28,382 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $120 per covered person, below the median for employer plans that report broker pay. Broker pay fell 21% from $35,889 in 2024.

Insurance contracts · 20251
HUMANA INSURANCE COMPANY · dental vision life std ltdpremiums n/a · 233 covered
Brokers & agents paid · 20252
CBIZ BENEFITS & INSURANCE SERVICES$26,897 · incl $800 fees
JOHN T LETO$1,485
Also brokered by Cbiz5
Shl Pharma LLC FL$477,103
V2X Inc. CO$439,040
Polsinelli MO$317,662

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Source: DOL Form 5500 Schedule A, plan year 2025, EIN 560903427 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.