EXCEL HEATING & AIR CONDITIONING INC CBIN BENEFIT PLAN
Health & welfare plan
Active participants
0
Accounts w/ balance
—
Plan assets (EOY)
$0
Net assets (EOY)
$0
Plan health score (directional)
—
/ 100
Limited data
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
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for EXCEL HEATING & AIR CONDITIONING INC.
Plan sponsor
Name
EXCEL HEATING & AIR CONDITIONING INC
EIN
30-0219954
Address
91 N MCKINLEY ST · GREENWOOD, IN · 46143
Phone
(317) 885-8100
Industry
Plumbing, Heating, AC Contractors· Constructionsee all
Plan administrator
Name
JENNIFER ELKIN
EIN
83-6614110
City
INDIANAPOLIS, IN
Phone
(317) 264-3110
Plan characteristics
Plan number
501
Plan year
2022
Plan year begin
2022-10-01
Tax period
2023-09-30
Filed
2024-04-30
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
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