BLUE HERON BENEFITS TRUST, LLC EMPLOYEE BENEFIT PLAN
Health & welfare plan
Active participants
40
Accounts w/ balance
—
Plan assets (EOY)
$265K
Net assets (EOY)
$265K
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
Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.
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.
