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Original filing (PDF)20231227142117NAL0005405843001
WORK A HAULIX
Form 5500-SF
FILING_RECEIVED
WORK A HAULIX CBS BENEFIT PLAN
Health & welfare plan
Active participants
0
Accounts w/ balance
—
Plan assets (EOY)
$0
Net assets (EOY)
$0
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
100
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 WORK A HAULIX.
Plan sponsor
Name
WORK A HAULIX
EIN
20-0882979
Address
4100 EASTMOOR ROAD · LOUISVILLE, KY · 40218
Phone
(502) 451-8601
Industry
Transportation & Warehousingsee all
Plan administrator
Name
SHAWNA BURTON
EIN
84-6429706
City
FRANKFORT, KY
Phone
(502) 695-4700
Plan characteristics
Plan number
501
Plan year
2022
Plan year begin
2022-06-01
Tax period
2023-05-31
Filed
2023-12-27
Welfare benefit codes
4A · Health (other than dental or vision)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providersRelated plans
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