Original filing (PDF)20241129075052NAL0018862690001

SANDERSON INSURANCE AGENCY

Name: SANDERSON INSURANCE AGENCY — SANDERSON INSURANCE AGENCY SOCA BENEFIT PLAN, Form 5500 (2023)
Creator: SANDERSON INSURANCE AGENCY

Form 5500-SF

FILING_RECEIVED

SANDERSON INSURANCE AGENCY SOCA BENEFIT PLAN

Health & welfare plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

Net assets (EOY)

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SANDERSON INSURANCE AGENCY.

Plan sponsor

Name

SANDERSON INSURANCE AGENCY

EIN

31-0800275

Address

3210 SEAJAY DR · DAYTON, OH · 45430

Phone

(937) 878-3787

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

2023

Plan year begin

2023-05-01

Tax period

2024-04-30

Filed

2024-11-29

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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