Original filing (PDF)20251126140330NAL0002444867001

Barrett Mortgage Services OH

Name: Barrett Mortgage Services OH — Barrett Mortgage, Form 5500 (2024)
Creator: Barrett Mortgage Services OH
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Barrett Mortgage Services OH SOCA Benefit Plan

Health & welfare plan · Barrett Mortgage Services OH's Barrett Mortgage Services OH SOCA Benefit Plan filed a Form 5500 for plan year 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

Net assets (EOY)

People on this filing

Matt Appenzeller signed Barrett Mortgage Services OH's 2024 Form 5500 as plan administrator.

Matt Appenzeller — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Barrett Mortgage Services OH's EIN is 31-1351342.

EIN 31-1351342

Plan number 501

Plan year 2024

ACK ID 20251126140330NAL0002444867001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Barrett Mortgage Services OH from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Barrett Mortgage Services OH's plan includes health coverage.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for BARRETT MORTGAGE SERVICES OH.

Finding similar companies…

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