Original filing (PDF)20230731123846NAL0022008400001

HTM AREA CREDIT UNION

Name: HTM AREA CREDIT UNION — HTM AREA CREDIT UNION SOCA BENEFIT PLAN, Form 5500 (2022)
Creator: HTM AREA CREDIT UNION

Form 5500-SF

FILING_RECEIVED

HTM AREA CREDIT UNION 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 HTM AREA CREDIT UNION.

Plan sponsor

Name

HTM AREA CREDIT UNION

EIN

31-0616841

Address

847 W MAIN ST · TROY, OH · 45373

Phone

(937) 335-8591

Industry

Finance & Insurancesee all

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

2022-01-01

Tax period

2022-12-31

Filed

2023-07-31

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 Finance & Insurance plans

EDGE FEDERAL CREDIT UNION

EDGE FEDERAL CREDIT UNION 401K PROFIT SHARING PLAN AND TRUST

TRANSWEST CREDIT UNION

THE FORESIGHT MEP 401(K) PLAN

ONEAZ CREDIT UNION

ONEAZ CREDIT UNION DEFINED BENEFIT PENSION PLAN

HORIZON CREDIT UNION

ICON CREDIT UNION DEFINED BENEFIT PLAN AND TRUST

CLARA BARTON FEDERAL CREDIT UNION

CLARA BARTON FEDERAL CREDIT UNION MONEY PURCHASE PLAN AND TRUST