Original filing (PDF)20250725121307NAL0005819553001

THE HASKINS FAMILY TRUST

Name: THE HASKINS FAMILY TRUST — THE HASKINS FAMILY TRUST OFB BENEFIT PLAN, Form 5500 (2024)
Creator: THE HASKINS FAMILY TRUST

Form 5500-SF

FILING_RECEIVED

THE HASKINS FAMILY TRUST OFB BENEFIT PLAN

Health & welfare plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$183

Net assets (EOY)

$76

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 THE HASKINS FAMILY TRUST.

Plan sponsor

Name

THE HASKINS FAMILY TRUST

EIN

34-1096669

Address

17219 MISHEY RD · BUTLER, OH · 448229477

Phone

(740) 694-0122

Industry

Finance & Insurancesee all

Plan administrator

Name

TREVOR KIRKPATRICK

EIN

81-1291972

City

COLUMBUS, OH

Phone

(614) 249-2400

Plan characteristics

Plan number

501

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-25

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 Finance & Insurance plans

NORTHSTAR INVESTMENT ADVISORS, LLC

NORTHSTAR INVESTMENT ADVISORS, LLC 401(K) PROFIT SHARING PLAN

THIRD CONSTELLATION LLC

THIRD CONSTELLATION 401(K) PLAN

CORNERCAP INVESTMENT COUNSEL, INC.

THE CORNERCAP INVESTMENT COUNSEL 401(K) PLAN

ST. CLAIR ADVISORS

ST. CLAIR ADVISORS SOCA BENEFIT PLAN

NEW JERSEY BANKERS ASSOCIATION

NEW JERSEY BANKERS EMPLOYEE BENEFITS TRUST