How big is Blue Heron Benefits Trust, LLC's plan?

Blue Heron Benefits Trust, LLC's plan reported $267K in assets and 42 participants for 2023.

Original filing (PDF)20240919082856NAL0009999088001

Blue Heron Benefits Trust, LLC

Name: Blue Heron Benefits Trust, LLC — Blue Heron Benefits, Form 5500 (2023)
Creator: Blue Heron Benefits Trust, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Blue Heron Benefits Trust, LLC Employee Benefit Plan

Health & welfare plan · Blue Heron Benefits Trust, LLC's Blue Heron Benefits Trust, LLC Employee Benefit Plan held $267K in plan assets for 42 participants in 2023.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$267K

Net assets (EOY)

$267K

People on this filing

Tonya MAYS signed Blue Heron Benefits Trust, LLC's 2023 Form 5500 as plan administrator.

Tonya MAYS — 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

Blue Heron Benefits Trust, LLC's EIN is 20-4986967.

EIN 20-4986967

Plan number 501

Plan year 2023

ACK ID 20240919082856NAL0009999088001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Blue Heron Benefits Trust, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Blue Heron Benefits Trust, LLC's plan includes health coverage, life insurance, dental coverage, vision coverage.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for BLUE HERON BENEFITS TRUST, LLC.

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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