Original filing (PDF)20251229132859NAL0028556176001

MORGESON ELECTRIC HEATING & AC LLC

Name: MORGESON ELECTRIC HEATING & AC LLC — MORGESON ELECTRIC HEATING & AC LLC CBS BENEFIT PLAN, Form 5500 (2024)
Creator: MORGESON ELECTRIC HEATING & AC LLC

Form 5500-SF

FILING_RECEIVED

MORGESON ELECTRIC HEATING & AC LLC CBS BENEFIT PLAN

Health & welfare plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$3K

Net assets (EOY)

$884

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 MORGESON ELECTRIC HEATING & AC LLC.

Plan sponsor

Name

MORGESON ELECTRIC HEATING & AC LLC

EIN

26-0039614all filings

Address

465 MORGESON LANE · LEBANON, KY · 40033

Phone

(270) 692-6232

Industry

Plumbing, Heating, AC Contractors· Constructionsee all

Plan administrator