Original filing (PDF)20231128141726NAL0005108419001

NAMI Geauga

Name: NAMI Geauga — NAMI Geauga SOCA Benefit Plan, Form 5500 (2022)
Creator: NAMI Geauga
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

NAMI Geauga SOCA Benefit Plan

Health & welfare plan · NAMI Geauga's NAMI Geauga SOCA Benefit Plan filed a Form 5500 for plan year 2022.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

Net assets (EOY)

People on this filing

Matt Appenzeller signed NAMI Geauga's 2022 Form 5500 as plan administrator.

Matt Appenzeller — 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

NAMI Geauga's EIN is 26-0145631.

EIN 26-0145631

Plan number 501

Plan year 2022

ACK ID 20231128141726NAL0005108419001

Official Form 5500 document

Download the official 2022 Form 5500 (PDF) for NAMI Geauga from the U.S. Department of Labor's EFAST2 system.

Download the official 2022 Form 5500 (PDF)

Plan features

NAMI Geauga's plan includes health coverage.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for NAMI GEAUGA.

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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.

Plan sponsor

Name

NAMI GEAUGA

EIN

all filings

Address

8389 MAYFIELD RD · CHESTERLAND, OH · 44026

Phone

(440) 286-6264

Industry

Health Care & Social Assistance

Plan administrator

Name

MATT APPENZELLER

EIN

47-1277622

City

CINCINNATI, OH

Phone

(513) 452-5103

Plan characteristics

Plan number

501

Plan year

2022

Plan year begin

2022-05-01

Tax period

2023-04-30

Filed

2023-11-28

Welfare benefit codes

4A · Health (other than dental or vision)

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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