Original filing (PDF)20241126160110NAL0012815586001

COMMODORE PERRY FCU

Name: COMMODORE PERRY FCU — COMMODORE PERRY FCU WELFARE PLAN B, Form 5500 (2023)
Creator: COMMODORE PERRY FCU

Form 5500-SF

FILING_RECEIVED

COMMODORE PERRY FCU WELFARE PLAN B

Health & welfare plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

Net assets (EOY)

Plan health score (directional)

—

/ 100

Limited data

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

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for COMMODORE PERRY FCU.

Plan sponsor

Name

COMMODORE PERRY FCU

EIN

23-7421163

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

502

Plan year

2023

Plan year begin

2023-05-01

Tax period

2024-04-30

Filed

2024-11-26

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

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