Original filing (PDF)20231128141057NAL0016130146001

BELLOWS AND ASSOCIATES

Name: BELLOWS AND ASSOCIATES — BELLOWS AND ASSOCIATES SOCA BENEFIT PLAN, Form 5500 (2022)
Creator: BELLOWS AND ASSOCIATES

Form 5500-SF

FILING_RECEIVED

BELLOWS AND ASSOCIATES 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 BELLOWS AND ASSOCIATES.

Plan sponsor

Name

BELLOWS AND ASSOCIATES

EIN

31-1257990

Address

6125 FRANTZ RD · DUBLIN, OH · 43017

Phone

(614) 789-0600

Industry

Real Estatesee 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

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