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Original filing (PDF)20251008142426NAL0005682705001
MEYER TOOL, INC.
Form 5500
FILING_RECEIVED
MEYER TOOL, INC. EMPLOYEE HEALTH BENEFIT PLAN
Health & welfare plan
Signals · 3
No auditor on fileNo recordkeeper disclosed10 service providers
Active participants
1,224
Accounts w/ balance
—
Plan assets (EOY)
—
Net assets (EOY)
—
Plan health score (directional)
75
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
60
Concentration risk
75
Total plan cost
75
Vendor stack
80
Participation health
100
Knocking points off
- No independent qualified public accountant (IQPA) named.
- No recordkeeper disclosed on Schedule C.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MEYER TOOL, INC..
Plan sponsor
Name
MEYER TOOL, INC.
EIN
31-0874289
Address
3055 COLERAIN AVE · CINCINNATI, OH · 452251827
Phone
(513) 853-4400
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
505
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-08
Welfare benefit codes
4A · Health (other than dental or vision)
4B · Life Insurance
4C · Supplemental Unemployment
4E · Vision
4F · Temporary Disability (accident and sickness)
4H · Long-Term Disability
4Q · Other
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
10 rowsBroker
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SHERRILL D. MORGAN & ASSOCIATES | 61-1008329 | COVINGTON, KY | BROKER | $8K | — |
| EMPLOYER ADVISORY SERVICES | 81-4801002 | ARLINGTON, TN | BROKER | $2K | — |
Other
8| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PAYER COMPASS | 46-2047081 | PLANO, TX | CONTRACT | $26K | — |
| MEDICAL BENEFITS ADMINISTRATORS INC | 31-1249371 | NEWARK, OH | CONTRACT | $11K | — |
| MEDICAL BENEFITS MUTUAL LIFE INS | 31-4210910 | NEWARK, OH | CONTRACT | $9K | — |
| PHIA | 46-1439866 | CANTON, MA | CONTRACT | $8K | — |
| AMERICAN HEALTH HOLDINGS | 31-1368946 | NEW ALBANY, OH | CONTRACT | $5K | — |
| PRIVATE HEALTHCARE SYSTEM | 04-3138814 | NAPERVILLE, IL | CONTRACT | $4K | — |
| ZELIS | 31-1407689 | ATLANTA, GA | CONTRACT | $4K | — |
| MEDBEN RX, LLC | 83-2705357 | NEWARK, OH | CONTRACT | $3K | — |
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.