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Sponsor portfolio

FORMS & SUPPLY

EIN 56-0903427-furniture-Latest filing 2025
Plans
3
Retirement
1
$11.5M assets
Welfare
2
$294K premiums
Participants
659
6410 ORR ROAD - CHARLOTTE, NC 28213704-598-8971LinkedIn201-500 employeesfurniture
Plans on this EIN
3 filings
#001401k-$11.5M - 299 part#502Fully Insured-$294K - 233 lives#501Self Funded-0 lives

Benefits portfolio analytics

2 plans / $294K premiums / 233 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$294K
  • Vision$294K
  • Life$294K
  • Short-term disability$294K
  • Long-term disability$294K
  • Other$294K
Total $294K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Bundled
100%top
  • HUMANA INSURANCE COMPANY100%
Total $294K1 slice

Broker market share

Schedule A broker compensation

Split broker
95%top
  • CBIZ BENEFITS & INSURANCE SERVICES95%
  • JOHN LETO5%
Total $28K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

FORMS & SUPPLY, INC. 401(K) PLAN

401k

Assets$11.5M
Participants299
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

FORMS & SUPPLY INC BENEFIT PLAN

Fully Insured - HUMANA INSURANCE COMPANY

Premiums$294K
Covered lives233
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#501

FORMS & SUPPLY SELF-FUNDED MEDICAL AND PRESCRIPTION DRUG PLAN

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001FORMS & SUPPLY, INC. 401(K) PLAN401k$11.5M2992024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
502FORMS & SUPPLY INC BENEFIT PLANFully InsuredHUMANA INSURANCE COMPANY$294K2332025
501FORMS & SUPPLY SELF-FUNDED MEDICAL AND PRESCRIPTION DRUG PLANSelf Funded-$002025
Retirement plans
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