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Original filing (PDF)20251104063109NAL0008934977001

SECCO, INC.

Form 5500
FILING_RECEIVED
SECCO, INC. GROUP HEALTH PLAN
Health & welfare plan
Signals · 1
Late filing · 6.6 mo
Active participants
36
Accounts w/ balance
Plan assets (EOY)
Net assets (EOY)
Plan health score (directional)
81
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
75
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
100
Knocking points off
  • Filed 6.6 months past the 10.5-month grace window.
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 SECCO, INC..
Plan sponsor
Name
SECCO, INC.
EIN
23-2154672
Address
1111 PRIMROSE AVENUE · CAMP HILL, PA · 17011
Phone
(717) 737-2224
Industry
Plumbing, Heating, AC Contractors· Constructionsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
501
Plan year
2023
Plan year begin
2023-06-01
Tax period
2024-05-31
Filed
2025-11-04
Welfare benefit codes
4A · Health (other than dental or vision)
Audit & trust (Schedule H)
Auditor
Trustee / custodian
Trustee phone

Service providers (Schedule C)

5 rows
Broker
2
NameEINLocationRelationDirect compIndirect comp
GUNN-MOWERY,LLC81-0587373BROKER$14K
THE BENECON GROUP, LLC23-1315351BROKER$9K
Other
3
NameEINLocationRelationDirect compIndirect comp
HIGHMARK BLUE SHIELD (CENTRAL)23-1294723ADMIN$3K
CONNECTCARE326-1768616PATIENT ADVOCATE$2K
YOUNG, OAKES, BROWN & COALTOONA, PAADMIN$13

Investments

The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.

See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.

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