Plan Snapshot
- Plan Sponsor: Winsupply INC.
- Sponsor EIN: 311356478
- Sponsor Address: 3110 KETTERING BLVD., DAYTON, OH, 45439
- Plan Type: 401(k)
- Plan Number: 501
- Total Participants: 6,022
- Total Assets: $15.8M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 6,022 | $15.8M | $47.0M | $21.0M |
| 2023 | 5,545 | $14.4M | $45.0M | $20.7M |
| 2022 | 5,191 | $12.4M | $42.1M | $18.5M |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| QUANTUM HEALTH SERVICES | Other Service Provider | $1,540,309 | — | $1,540,309 |
| COMMUNITY INSURANCE COMPANY | Other Service Provider | $1,433,524 | — | $1,433,524 |
| LUCENT HEALTH | Other Service Provider | $1,421,727 | — | $1,421,727 |
| MEDICAL BENEFITS ADMINISTRATORS INC | Other Service Provider | $244,528 | — | $244,528 |
| VENTEGRA INC., A CALIFORNIA CORP | Other Service Provider | $241,472 | — | $241,472 |
| METROPOLITAN LIFE INSURANCE COMPANY | Other Service Provider | $192,079 | — | $192,079 |
| USI INSURANCE SERVICES | Other Service Provider | $164,049 | — | $164,049 |
| PROFERO TEAM LLC | Other Service Provider | $100,287 | — | $100,287 |
| RELIASTAR | Other Service Provider | $30,048 | — | $30,048 |
| BANK OF AMERICA | Other Service Provider | $12,790 | — | $12,790 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $5,380,813
- Estimated Expense Ratio: 34.120% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $5,427,053 | — | $5,427,053 | — | — |
| 2023 | $4,777,960 | — | $2,491,426 | — | — |
| 2022 | $5,398,280 | — | — | — | $5,398,280 |