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Original filing (PDF)20251015074508NAL0005441376002
WV-OH SUPPLEMENTAL HEALTH PLAN
Form 5500
FILING_RECEIVED
WV-OH SUPPLEMENTAL HEALTH PLAN
Health & welfare plan
Active participants
0
Accounts w/ balance
—
Plan assets (EOY)
$5.7M
Net assets (EOY)
$5.6M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
80
Vendor stack
100
Participation health
90
Knocking points off
- 64 bps in Schedule C fees — modestly above peer band of 52 bps.
- No active participants reported but plan still holds assets.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WV-OH SUPPLEMENTAL HEALTH PLAN.
Plan sponsor
Name
WV-OH SUPPLEMENTAL HEALTH PLAN
DBA
AMERICAN BENEFIT CORPORATION
EIN
30-0002072
Address
3150 US ROUTE 60 · ONA, WV · 25545
Phone
(304) 525-0331
Industry
Finance & Insurancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
501
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Welfare benefit codes
4A · Health (other than dental or vision)
4F · Temporary Disability (accident and sickness)
4T · Long-Term Care
4U · Dependent Care
Audit & trust (Schedule H)
Auditor
FRANK N HESTAND CPA PSC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsOther
4| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AMERICAN BENEFIT CORPORATION | 55-0672859 | ONA, WV | NONE | $20K | — |
| FRANK N HESTAND CPA PSC | 61-1336870 | LEXINGTON, KY | NONE | $9K | — |
| STANDARD VALUATIONS INC | — | ST PAUL, MN | NONE | $8K | — |
| JOHN F DASCOLI PLLC | — | CHARLESTON, WV | NONE | $0 | — |
Investments
The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.
See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.