How big is Claude Worthington Benedum Foundation's plan?

Claude Worthington Benedum Foundation's plan reported $3.0M in assets and 9 participants for 2024.

Original filing (PDF)20250630121254NAL0016352448001

Claude Worthington Benedum Foundation

Name: Claude Worthington Benedum Foundation — Form 5500 (2024)
Creator: Claude Worthington Benedum Foundation
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

403(b) retirement plan · Claude Worthington Benedum Foundation held $3.0M in plan assets for 9 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.0M

Net assets (EOY)

$3.0M

People on this filing

BRAD Ballantine signed Claude Worthington Benedum Foundation's 2024 Form 5500 as plan administrator.

BRAD Ballantine — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Claude Worthington Benedum Foundation's EIN is 25-1086799.

EIN 25-1086799

Plan number 002

Plan year 2024

ACK ID 20250630121254NAL0016352448001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Claude Worthington Benedum Foundation from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Claude Worthington Benedum Foundation's plan includes 403(b) custodial accounts.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CLAUDE WORTHINGTON BENEDUM FOUNDATION.

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Plan health score

Top-tier plan health

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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score