Original filing (PDF)20251126140752NAL0009560738001

HEALTHPLAN DATA SOLUTIONS

Name: HEALTHPLAN DATA SOLUTIONS — HEALTHPLAN DATA SOLUTIONS SOCA BENEFIT PLAN, Form 5500 (2024)
Creator: HEALTHPLAN DATA SOLUTIONS

Form 5500-SF

FILING_RECEIVED

HEALTHPLAN DATA SOLUTIONS SOCA BENEFIT PLAN

Health & welfare plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

Net assets (EOY)

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 HEALTHPLAN DATA SOLUTIONS.

Plan sponsor

Name

HEALTHPLAN DATA SOLUTIONS

EIN

27-2317602

Address

444 N FRONT STREET · COLUMBUS, OH · 43215

Phone

(614) 477-3639

Industry

Professional & Technical Servicessee all

Plan administrator

Name

MATT APPENZELLER

EIN

47-1277622

City

CINCINNATI, OH

Phone

(513) 452-5103

Plan characteristics

Plan number

502

Plan year

2024

Plan year begin

2024-05-01

Tax period

2025-04-30

Filed

2025-11-26

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

Related plans

Similar-size Professional & Technical Services plans

DENALI FINANCIAL CONSULTING, LLC

DENALI FINANCIAL CONSULTING 401(K) PLAN

TITUS KLEIN INC.

TITUS KLEIN INC. RETIREMENT TRUST

SUMMIT CONTRACT ACCOUNTANTS, LLC

SUMMIT CONTRACT ACCOUNTANTS, LLC GCF BENEFIT PLAN

WELLBRAIN

WELLBRAIN 401(K) PLAN

BLUPRINT ONCOLOGY CONCEPTS, LLC

BLUPRINT 401(K) PLAN