HALE & ASSOCIATES INC MEDOVA LIFESTYLE HEALTH PLAN
Health & welfare plan
Signals · 1
Late filing · 3.9 mo
Active participants
0
Accounts w/ balance
—
Plan assets (EOY)
$0
Net assets (EOY)
-$7K
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
84
Total plan cost
n/a
Plan health
n/a
Vendor & structure
n/a
Knocking points off
Filed 3.9 months past the 10.5-month grace window.
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 HALE & ASSOCIATES INC.
Plan sponsor
Name
HALE & ASSOCIATES INC
EIN
20-5406513
Address
100 CUSHMAN ST # 2 · FAIRBANKS, AK · 997014661
Phone
(907) 456-6671
Industry
Insurance Agencies & Brokerages· Finance & Insurancesee all
Plan administrator
Name
RECEIVERSHIP MANAGEMENT, INC.
EIN
20-0200514
City
MADISON, TN
Phone
(615) 370-0051
Plan characteristics
Plan number
501
Plan year
2022
Plan year begin
2022-05-01
Tax period
2023-04-30
Filed
2024-07-12
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.
