Original filing (PDF)20241129074120NAL0018814674001

Broad Management

Name: Broad Management — Broad Management SOCA Benefit, Form 5500 (2023)
Creator: Broad Management
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Broad Management SOCA Benefit Plan

Health & welfare plan · Broad Management's Broad Management SOCA Benefit Plan filed a Form 5500 for plan year 2023.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

Net assets (EOY)

People on this filing

Matt Appenzeller signed Broad Management's 2023 Form 5500 as plan administrator.

Matt Appenzeller — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Broad Management's EIN is 20-2034066.

EIN 20-2034066

Plan number 501

Plan year 2023

ACK ID 20241129074120NAL0018814674001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Broad Management from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Broad Management's plan includes health coverage.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for BROAD MANAGEMENT.

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Plan health score (directional)

Limited public data — directional only

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 35% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

n/a

Helping the score