Original filing (PDF)20250327132921NAL0035560642001

WORTHINGTON AREA COC

Name: WORTHINGTON AREA COC — WORTHINGTON AREA COC SOCA BENEFIT PLAN, Form 5500 (2023)
Creator: WORTHINGTON AREA COC

Form 5500-SF

FILING_RECEIVED

WORTHINGTON AREA COC SOCA BENEFIT PLAN

Health & welfare plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$1K

Net assets (EOY)

$318

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 WORTHINGTON AREA COC.

Plan sponsor

Name

WORTHINGTON AREA COC

EIN

31-1037348all filings

Address

90 E WILSON BRIDGE RD · SUITE 100 · COLUMBUS, OH · 43085

Phone

(614) 565-9715

Industry

Other Services (ex. Public Admin)see 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

2023-09-01

Tax period

2024-08-31

Filed

2025-03-27

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 Other Services (ex. Public Admin) plans

MARIN CITY CLIMATE RESILIENCE

MARIN CITY CLIMATE RESILIENCE 401(K) PLAN

$1K · 7 participants

RETAAZA

RETAAZA GCF BENEFIT PLAN

$1K · 4 participants

ROCK HILL DISTRICT A M E ZION CH

ROCK HILL DISTRICT A M E ZION CHURCH

$1K · 1 participants

THE GEORGE CENTER FOUNDATION

THE GEORGE CENTER FOUNDATION GCF BENEFIT PLAN

$1K · 2 participants

KY FOUNDATION FOR WOMEN

KY FOUNDATION FOR WOMEN CBS BENEFIT PLAN

$1K · 2 participants

Researching more plans? Run a Form 5500 search by company name, EIN, or plan name.