Original filing (PDF)20260216161101NAL0005197089001

COMMODORE PERRY FCU

Name: COMMODORE PERRY FCU — COMMODORE PERRY FCU WELFARE PLAN A, Form 5500 (2024)
Creator: COMMODORE PERRY FCU

Form 5500-SF

FILING_RECEIVED

COMMODORE PERRY FCU WELFARE PLAN A

Health & welfare plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$68K

Net assets (EOY)

$29K

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 COMMODORE PERRY FCU.

Plan sponsor

Name

COMMODORE PERRY FCU

EIN

23-7421163all filings

Address

1016 S SOUTH ROUTE 19 · OAK HARBOR, OH · 43449

Phone

(419) 898-3366

Industry

Finance & Insurancesee all

Plan administrator

Name

NORTHWEST OHIO BUSINESS ALLIANCE HEALTH & WELLNESS TRUST

EIN

88-1977111

City

SYLVANIA, OH

Phone

(419) 882-2135

Plan characteristics

Plan number

501

Plan year

2024

Plan year begin

2024-05-01

Tax period

2025-04-30

Filed

2026-02-16

Welfare benefit codes

4A · Health (other than dental or vision)

4Q · Other

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Finance & Insurance plans

LIBERTY COUNTY TEACHERS FEDERAL CREDIT UNION

LIBERTY COUNTY TEACHERS FEDERAL CREDIT UNION MONEY PURCHASE PLAN AND TRUST

$68K · 5 participants

NATURAL STATE FEDERAL CREDIT UNION

NATURAL STATE FEDERAL CREDIT UNION BASIC 401(K) PLAN AND TRUST

$67K · 2 participants

SCA FEDERAL CREDIT UNION

SCA FEDERAL CREDIT UNION 401(K) PLAN AND TRUST

$67K · 3 participants

CITY OF DEER PARK FEDERAL CREDIT UNION

CITY OF DEER PARK FEDERAL CREDIT UNION 401K PLAN

$67K · 2 participants

Researching more plans? Run a look up another company's Form 5500 by company name, EIN, or plan name.