Original filing (PDF)20231128141123NAL0016134210001

BST AND G JOINT FIRE DIST

Name: BST AND G JOINT FIRE DIST — BST AND G JOINT FIRE DIST SOCA BENEFIT PLAN, Form 5500 (2022)
Creator: BST AND G JOINT FIRE DIST

Form 5500-SF

FILING_RECEIVED

BST AND G JOINT FIRE DIST SOCA BENEFIT PLAN

Health & welfare plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

Net assets (EOY)

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 BST AND G JOINT FIRE DIST.

Plan sponsor

Name

BST AND G JOINT FIRE DIST

EIN

31-1101365

Address

350 W CHERRY ST · SUNBURY, OH · 43074

Phone

(740) 965-3841

Industry

Public Administrationsee 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

2022-05-01

Tax period

2023-04-30

Filed

2023-11-28

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 Public Administration plans

T3 SOLUTIONS

T3 SOLUTIONS GCF BENEFIT PLAN

SUSTAINABLE ENERGY SERVICES

SUSTAINABLE ENERGY SERVICES OFB BENEFIT PLAN

FRANKLIN MAIN CORP

FRANKLIN MAIN CORP SOCA BENEFIT PLAN

DENT COUNTY HEALTH CENTER

DENT COUNTY HEALTH CENTER MCF BENEFIT PLAN

JEFFERSON R-7 FIRE PROTECTION DISTRICT

JEFFERSON R-7 FIRE PROTECTION DISTRICT MCF BENEFIT PLAN